Laserfiche - Agresso Access Form


Laserfiche Forms - AAF

We are excited to launch the new electronic Agresso Access Form.  We hope this will make accessing Agresso easier – with more clarity on what each access role grants and what different positions within Heifer need to accomplish their responsibilities more efficiently. To access Laserfiche Forms, go to http://lf.heifer.org/forms. You will most likely need to log into the system (unless you were already connected to Laserfiche).  Remember to use your Heifer ID (jdoe@heifer.org) and password to login (or use the Windows Authentication if at HQ).

Starting a Process

After logging into the forms site, you will be able to start a process. 

 

 

 

 

Complete the form:

 The Contact Name/Information will automatically populate.

 

 

  

 

 

  

  

 

 

  

 

 

 

 Countries/Clients the employee will need access to

 

 

 Next, you will be asked:  How do you wish to fill out the access request? 

Filling the form out by a predefined grouping or individually listing all access requested.

Security Access Packages

There are some roles created as a “package” of security access for particular roles such as finance staff or HR staff to simplify requests for Agresso access.  There are also links within the form that will take you to the IT Knowledge Base articles explaining the different packages such as HQ Security Access Packages , Country Office Security Access Packages and  Agresso Security Role Information  to explain individual roles.

Individual Security Role Access

This choice will depend upon the submitter’s knowledge of security roles. You will need to add each role as needed.  If the Individual approach is taken, note that the form will need to go through extra approvals (Subject Matter Experts will have to approve for their respective modules) and may take more time

 

  

  

  

 

 

HQ User

 

Comments 

  

 

 Click Submit


Business Form Process

After you complete the form, it will go through the business process. First it will go to the employee’s supervisor – so please note if you are the supervisor of the employee needing access, you will need to APPROVE the request as well as SUBMIT the request.  Below is an illustration of the initial step of the process.  The request is submitted – the Supervisor receives and email alerting them of a task to complete in Laserfiche Forms.  If changes need to be made, the request can be sent back to the submitter.  The request can also be rejected or approved.  If rejected, an email notification will be sent to the submitter to advise them of the rejection (PLEASE enter a comment to advise the submitter WHY their request has been rejected).  If Approved, the request will be sent to the Agresso Access team (IT Response).

 

 

 

 

After the Agresso Access Team receives the request – if it is an Access Package that fits the employee’s role, they can then go ahead and give the access and inform the employee/submitter/supervisor that the access has been granted.

If there are questions concerning the access, the Agresso Access Team can send the request back to the submitter and ask for clarification - it will then go back to the supervisor for approval.

If the access requested requires the Subject Matter Expert approval – then the Agresso Access Team will assign it to the appropriate SME (Subject Matter Expert) for their approval or rejection.  If approved, it will go back to the Agresso Access Team for the access to be granted – if rejected an email will be sent to advise employee/submitter/supervisor of rejection and reason.

 

  

Tasks

If you are a supervisor and you have several forms/processes to which you are assigned, you do not have to go to each email and click on the link to access all your tasks.  You can log into Laserfiche Forms to view any tasks that you need to complete.

Via computer

 

  

Via mobile (see mobile app video and mobile forms video)

 

 

 

   

Viewing the Final Form

When you receive the final email stating that the form has been completed, there will be a link in that email that you can click on that will take you directly to the form you are wanting to view.  (Note you may need to log in to Laserfiche – if not already logged in.)

 

Downloading/Saving the Final Form

Note that the workflow for all forms saves the form in the Laserfiche Repository and can always be accessed via the link provided to you – or by looking in Task (Tasks involving me).  Sometimes you may want a copy of the document saved for your personal records outside of Laserfiche.  If that is the case, you will need to download the document (form) and save it to the location that you prefer.

 

 

 

 

 

 

 



Article ID: 381
Created: Wed, Dec 14, 2016
Last Updated: Wed, Aug 9, 2023
Author: KB Admin

Online URL: https://itskb.heifer.org/article.php?id=381