HEAT Software Tip

HEAT SELF SERVICE (HSS) JOURNAL FILTERING

When supporting Users, via HEAT Self Service (HSS), consideration for privacy is essential.  SMA strongly recommends avoiding the disclosure of passwords and other sensitive information.  HSS 9.5 provides tools to execute sensitive data management and filtering.

In previous HSS versions, creating a separate text field would secure private journal notes.  The journal record was visible to the HSS User, but viewed as "empty."  In HSS 9.5, the updated function now utilizes a checkbox notifying when the journal record is released.  Ultimately, the User is now blocked from other journals, just as long as there's an unchecked box.

 1.  In edit setting, develop a new field in the journal table.  Next set default to "TRUE."  
      Provide sufficient space on the form.  Commit edit set. (image just below)

2.  Restart HEAT Web Service; proceed to HSS Admin.  Next enable journal filtering
     and select newly created field.  Restart HEAT. (image just below)

 

 

 

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 **SMA recommends thoroughly testing HEAT Tips prior to production use**

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