Document Management - Access

Have you looked at Access Template on Doc Class - which automatically gives access when a Doc of a certain Document Class.  You could give “Group” access to the Admin Team and “Person” access to the line manager.  

Might be administratively heavy depending on your employee/line manager structure?  

I also hear with Apps 10 v6 update there is a patch if you are using Trip Tracker APP to submit the expenses any media item attached (picture of receipt) becomes a restricted document class so that only the employee and their manager can view the file (not everyone with DocMan access). 

I do not know if this also applies to files attached directly through Expense sheet in IEE.

Hello Helen,

I’d probably try to do this with a custom event where the Event would add the Supervisor to the Document Access when a document is created.  I do not think it would be hard for a person with

PL/SQL skills to create this, perhaps you or someone in your company can do it.

I hope this helps,

Patrick

Others here have suggested different automatic solutions, but unless I have missed anything no one have suggested the simple manual approach of just adding a line under Access / Definition with your line manager’s person ID in the Person ID field. Set the access level to View if your manager just need to view the document. Yes, this needs to be done for each document, manually, but if it does not happen that often and if you have a small instruction for it, it might not be a problem.

This worked perfectly. We can mix with a group of administrators via the native document management configuration and the object controlled access to give access to the relevant employee/line managers.