Please use this chart for assistance when filling out the Permissions Tab in Phase #1 on the migration template.
The permissions listed below are the same permissions listed on the migration template.
If you have any additional questions, please reach out to your Project Manager.
| Audits Module |
| Permission: | What It Means: |
| General | Can Access Vendor List | User can access Audits: Vendor List |
| Audit Reports | Can Close Out Any Audit Report | User Can Close Out Any Existing Audit Report At Any Time |
| Audit Reports | Can Edit any Audit or Observation That User Has Access To | User Can Edit Existing Audits and Observations |
| Audit Reports | Can Add New Supplier Sites | User Can Add and Edit New Suppliers for Sites Within the Account |
| Audit Reports | Can Create New Audit Reports | User Can Create Audit Reports |
| Audit Reports | Can See all Audits or Observations | User Has Visibility to All Audits and Observations |
| Audit Reports | Can Edit Settings for All Recurring Audits in Qsheet "Future Audits" Section | User Can Edit the Audit Schedule and Settings for Future Audits |
| Qsheet | Qsheet: Has Read/Write Access to Documents section | User Can See and Edit Documents That Are in The Shared Document Folder in the QSheet |
| Qsheet | Qsheet: Can Access Forum & Documents | User Has Access to All the Tabs in the QSheet |
|
Qsheet | QSheet: Can Edit Qsheet/Snapshot Private Data Fields |
User Can Edit/Update QSheet Fields |
| Administration |
| Permission: | What it Means: |
| Administrative Section | Member Administration/Configuration | User Can Update & Edit Account Configurations Such as Custom Fields and Workflow Templates |
| Administrative Section | Super Admin: Has full Edit/Admin access to any Document, Course, Event, Test or Audit | User Has Full Access to the Application and All Functionalities. This is the Highest-Level Permission of the Application and Should Be Reserved for All Super Users |
| Administrative Section | Site Administration/Management | User Can Update/Edit Site Q-ID Information and Can Add New Sites |
| General | User Is Able To Edit Personal Information | User Can Edit Their Own Personal Information Under Settings – Personal Information |
| Documents & Training |
| Permission: | What it Means: |
| Documents/Training | Can Add New Controlled Files | User Can Add New Documents. They Must Also Have Permission at the Document Category Level |
| Documents/Training | Can Create/Manage Document Categories | User Can Add a New Document Category and Manage Categories They Have Created |
| Documents/Training | Can Create/Manage New Training Courses | User Can Add New Training Courses and Can Manage New Training Courses They Have Created |
| Documents/Training | Can Add New Training Events | User can Add New Training Events |
| Documents/Training | Can See Training Records for Whole Company | User Has Full Visibility to all Employee Training Records |
| Documents/Training | Can see Document Archive & Permanently Delete Eligible Items | User Has Full Visibility to the Document Archive List and Can Delete Retired/Archived Documents FYI: You Can Only Delete Documents From Categories That Allow This, so Some Categories Might be Marked as Can Never be Deleted |
| Documents/Training | Can Add New Tests | User Can Add New Training Tests |
| Documents/Training | Can See & Edit All Tests | User Has Full Visibility and Editor Rights to all Tests |
| Documents/Training | Can Certify Destruction of a Controlled Copy | User Can Notify Others That They Have Destroyed the Physical Controlled Copy |
| Documents/Training | Can See All Events | User Has Full Visibility to All Training Events |
| Documents/Training | Can Set a Training Item as Compliant / Non-Compliant for Any User | User Can Change the Compliance Status of an Assigned User to Compliant or Non-Compliant |
| Documents/Training | Can Edit any Events That User Has Access To | User Can Edit an Event After It Has Been Made Effective if They Have Access To It |
| Documents/Training | Can Add New OJT Events | User Can Add OJT Events |
| Documents/Training | Can Create Personal Events for Other Users | Users Can Create a Personal Event for Another User |
| Can Create, View, and be assigned as Owners on SCORM |
Users can create, manage, & assign SCORM Training Items for Other Users |
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