Maintaining Scoping Menu in Sierra client

Maintaining scoping menu is available in Sierra 6.5 and later.

To use Scoping Menu function, it needs to be added to a workflow using the Admin App.

To maintain scope rules, you must be assigned permission 13 (Maintain scopemenu/Scope authorities). See Permissions Used by Sierra for more information.

You can maintain scoping menus in Sierra client and edit the wording of menu lines, scope names, as well as view the scope rules associated with a scope. Additionally, you can reorder scopes as they appear in the WebPAC drop-down list, as well as alphabetically.

Maintain Scope Menu functionality is still available in Admin Corner.

Editing Scope Menu Entries

To edit a scope menu entry:

  1. Select Scoping Menu, from the Function list.

    The Scoping Menu screen appears.

    The Scoping Menu screen in the Sierra client, listing all scoping menu entries.

  2. (Optional) click on the Menu Line column header to order it alphabetically.

  3. Select a desired entry.

  4. Select Edit.

    The Edit Scope Menu Entry window appears.

    The Edit Scope Menu Entry window with options to edit the entry.

  5. Edit the information.

    The available fields are:

    • Menu Line - Enter the entry name in the menu. You can choose the language for the name.

    • Scope Name - Enter the name of the scope. You can choose the language for the name.

    • Menu Order - Enter the numerical order of that scope in the menu.

    • Record type - Choose the record type for the scope.

    • Scope rule

  6. Select OK.

  7. Select Save in the top right corner.

    The edited scope menu is saved with the edited entries.