Creating and using SRS Security Templates
SRS has had a major update!
The interface of SRS has received a major update coinciding with the migration to UNI Works!
The instructions below indicate how to proceed in the old interface, and not all steps will necessarily match.
Development of updated documentation is underway!
IT appreciates your patience as this is updated.
In addition to copying roles for subordinents, people can set up templates in SRS which is a named list of roles that can be requested at once for someone. Each role will still need to go through its own approval process.
Creating or modifying a security template
Important
Security templates are tied to an individual person and cannot be shared with others.
Creating a template
To create a security template:
Click on the Manage Templates button.
Search for the SRS roles for the template as you would for a normal SRS request.
Once all roles for the template are listed, give the template a name and description and click on the Create Template button:
Viewing, modifying, or deleting a template
Under My Security Templates, select the radio button next to the security template you would like to view or modify.
Click the View/Modify template button to view or modify the template, or select the Delete Template button to delete the template:
After viewing a template, you can remove roles by clicking the small X or change the name of the template:
Click the Update Template button to modify the template based on the changes made.
Applying a template
To use a Security Template after it has been created:
Click on the Start Role Request button.
Click on the tiny Use Security Template link.
Select a template and click Apply Security Template:
Select the checkboxes on the right side for each role desired or select the top one to mark all roles in the template.
Provide the Justification and click Submit Role Request:
SRS roles will follow the normal approval process.