Missing Journals for Employees

If one employee sees one set of journal entries, documents, or surveys for a job, and another employee sees only some of the items listed--or perhaps doesn't see any at all--the problem is usually related to the employee's security level. Every journal, document, and survey has a security level associated with it; this feature lets managers keep certain documents private if needed. The default security level for journals, documents, and surveys is Level 2. If you add an employee and leave that employee set to security level 1, that employee will only be able to see journals, documents, and surveys with a security level of 1 (one); anything with a security level of 2 or higher will not appear in that employees lists.

To check or change an employee's security level: Find the employee on the list of people, and then double-click the employee's name. This brings up the Profile screen for the employee. You can check or change the security level on that screen.

To check or change security levels for all employees: You can only do this if your security level is 6 or higher. Go to the ≡ menu at the top right of your screen> select Main System Setup> select the Security tab on the left> and then click the Employee Security List sub-tab. From there, you can change the security level for any or all employees.