Limit User Selection for Key Roles

For each site, the Issues module allows you to restrict the users or user groups that can perform the Investigator role, Final Review step, and Effectiveness Check step. By default, every user can perform these roles and steps. When a role or step has been limited by adding a user or user group, it will restrict the selection to only the defined users or user groups.   

SETTING UP & MANAGING RESTRICTIONS FOR KEY ROLES

1. Log into the ZenQMS

2. Click on your name in the upper righthand corner and choose Administration from the drop-down 

3. Click Configuration on the lefthand side, located under Site Management

4. Select the Workflow Templates tab

5. From the drop-down menu, select 

6. Select a Site from the next drop-down menu

7. For Authorized Groups & Users available for Investigators, Authorized Groups & Users available for Final Review step, and/or Authorized Groups & Users available for Effectiveness Check step select users or user groups by either typing in the name or choosing from the drop-down menu