Determine the Built-In Tasks to Select

Use this topic to determine the built-in tasks to select for users or groups.

It contains guidelines and information about which built-in tasks authorize staff members to take actions for features.

Authorization for All Features

The All Operations built-in task contains all the built-in tasks for Anthology Student and its integrated products (such as Regulatory). It grants a staff member or group full access to all features.

Integration API Tasks

To facilitate the use of Anthology Student with Integration APIs, contact Anthology Professional Services.

General Guidelines

Built-in tasks that end with View or Get display the item. If you specify a task that ends with New, Add, Edit, or Delete, you should also specify the task that ends with View or Get so that the staff member can display the item they want to edit or delete or an item they added.

Built-In Tasks for Features for the Students Tile and Student Profile

Staff members use the Students tile to display a list of students so that they can access the Student Profile.

From the Student Profile, staff members can view, add, edit, and delete Student Profiles. By default, Anthology Student displays the students for the campuses the staff member has access to. The following authorizations control access to the Students list and Student Profiles.

Basic Required Common Operations (to view a student)
Common - Student - Delete
Common - Student - Edit
Common - Student - New
Common - Student - View (also to view a student)

From the Student Profile, staff members can perform work for their module (such as a department or office). For example, from the Student Profile, a staff member can add a student application. The authorizations for the features available from the Students list follow this format.

modulename - tilename - action

Where action is either:

Delete
Edit
Manage
New
View

For example, to authorize a staff member to add and edit a student application, you would grant them:

Common - Student - View
Admissions - Student Applications - New
Admissions - Student Applications - Edit

Built-In Tasks for the Processes Tile

Staff members use the Processes tile to complete processes for their module (such as a department or office).

The Common - Processes - View authorization controls access to the Processes tile.

In most cases, the authorizations for the specific features available from the Processes tile follow one of these formats.

Format	Example
Format	Module	Menu Command	Authorization
Modulename - Processes - commandname	Contact Manager	Advisor Assignments	Contact Manager – Processes – Advisor Assignments
Modulename - Processes - commandname - Queue	Student Services	Batch Assign Billable Services	Student Services - Batch Assign Billable Services - Queue
Modulename - tilename - action Where action is either: Delete Edit Manage> New View	System Administration	System Administration	System Administration - Processes - Manage

Built-In Tasks for the Remaining Tiles on the Home Page for Features

The table contains the authorizations for the remaining tiles on the Home page.

Where Located	Feature Description	Built-In Task Names You Can Specify	Additional Information
Class Scheduling tile	Manage class schedules and the student waitlist	Academics - Class Section - Edit Academics - Class Section - New Academics - Class Section - View Academics - Class Scheduling - Delete Academics - Class Scheduling - Edit Academics - Class Scheduling - Manage WaitList Academics - Class Scheduling - View	—
Configuration tile	Configure lists for modules (such as lists for departments or offices)	The authorizations for the specific features available from the Configuration tile follow this format. Modulename - Configuration - commandname Where commandname is either: View Manage For example, to add, edit, or delete a financial aid budget, the staff member must have Financial Aid - Configuration - Manage authorization.	—
Documents tile	Work with all your student documents	Academic Records - Document Tracking - Edit Academic Records - Document Tracking - View Admissions - Document Tracking - Edit Admissions - Document Tracking - View Career Services - Document Tracking - Edit Career Services - Document Tracking - View Financial Aid - Document Tracking - Edit Financial Aid - Document Tracking - View Loan Management - Document Tracking - Edit Loan Management - Document Tracking - View Student Accounts - Document Tracking - Edit Student Accounts - Document Tracking - View	—
Groups tile	Manage all your student groups	Common - Student Group - Administrative Tasks Common - Student Group - Delete Common - Student Group - Edit Common - Student Group - New Common - Student Group - Purge Expired Student Groups Common - Student Group - Schedule Task Common - Show Student Groups Tile Common - Student Group - View	Common - Student Group - Administrative Tasks displays all public and private groups, displays all job frequencies for refreshing dynamic groups and not just those selected for the CampusNexus Web staff group, and includes all authorizations for groups except for the permission to add or remove students from a group not owned by the administrator. Common - Student Group - Purge Expired Student Groups deletes all groups owned by the logged in user at once. Common - Show Student Groups tile grants access to the page for managing groups. You should include it if you specify any other task definition for the Groups feature.
Recents list	Edit a student selected in the Recents list on the Home page	Common - Recent Student - Edit	—
Reports tile	Generate reports	Common - Reports - View (all reports) Reports - Module Name - Report Name (such as Reports - Admissions - Start Date)	If you create custom reports and include them in a folder in the same directory as Anthology Student reports, Anthology Student also creates a corresponding task for the: Folder Report in that folder You then authorize staff members to view it using the Security Console. The custom report also gets added to the All Operations built-in task, so that System Administrators and others with equivalent access can generate and display the report. For example, if you create a folder with the name Your Custom Reports and a report with the title Employers, the Security Console includes tasks with the following names. Your Custom Reports - All Reports (Authorizes a user to view all the reports in the folder.) Reports - Your Custom Reports - Employers (Authorizes users to access only this report in the folder.) For more information on custom reports, refer to: Background for Reports and Other Printable Documents Create Custom Reports and Other Printable Documents
Tasks tile	Manage all your tasks	Contact Manager - Task - Close Contact Manager - Task - Edit Contact Manager - Task - Export Contact Manager - Task - New Contact Manager - Show Tasks Tile Contact Manager - Task - View	Contact Manager - Show Tasks Tile grants access to the pages for managing tasks (such as edit and close). You must include Show Tasks tile if you specify any other task definition for the Tasks feature. Tasks can be configured in the legacy interface to prompt for a new follow up task when they are closed. If you include Close Task in the role definition, you should consider also including New Task if your institution configures tasks to prompt for creating the follow up tasks.
Views tile	Create and manage views	The authorizations for the Views tile follow this format. Views - Modulename Data For example, to grant a staff member access to academic data, you grant them Views - Academics Data authorization.	View - Common Data grants access to data that is common and used frequently (such as the names of the students and campuses). In most cases, you will want to include View Common data if you include any other task definitions for the Views feature.
Views tile	View all your home page live tiles	Common - Home - Live Tiles - View Views - Admissions Data For example, to view the live tiles of admission like Student - Total Prospects and Student - Total Active Students on the home page.	You must add both these task to view live tiles on the home page of Anthology Student without any error. By default, SyRegistry value for isDisplaySummaryTiles is 1. To view the live tiles, you must set SyRegistry value to 2.