Change Control Module: Configuring Roles/Permissions in a Change Control Category for User Accessibility & Visibility

This article provides details on the available permissions that can be assigned in a Change Control Category. This is a tab that you must configure when creating a CC category and listed under the "General Settings" section.

When you click on the  button a window will appear on the right sides, that lists all possible permissions that can be assigned within a Change Control. Each permission is followed by a drop-down that will include all the roles that you have created in Change Control module settings.  Each category's Roles/Permissions settings are specific to the specific category and do not carry over to other Change Control Categories.

Create the roles used in Change Control categories here:

Creating & Managing Account Roles & Permissions

• Can Edit All Settings In This Category - a user will be able to edit any settings particular to the specific category.
• Can See All Change Controls (Read Only Access) - a user will have read only access to see all Change Controls and associated active or completed Tasks under the specific category, the user will not be able to edit. 
• Can Edit Active Stage of Any Change Control - a user will be able to edit any active stage in a Change Control that falls under this category.
• Can Edit Completed Stages of Any Change Control (Super Editor) - a user will be able to access Super Editor mode and edit completed stages of a Change Control in the category, we urge you to assign this sparingly.
• Can Create New Change Controls - a user will be able to create Change Control under the specific category.
• Can Delete Change Control - a user with this permission can delete a Change Control in the category.
• Can Cancel All Signatures and Revert to Prior Stage - user will be able to revert to a previous stage which will cancel any completed workflows/signatures.
• Can Delegate Signatures for Any Active Workflows - a user will be able to delegate any workflow step to another user (they do not have to be a supervisor).
• Can Approve Stage / Task Due Date Extensions - if a Change Control/Stage needs a due date extension, this permission allows a user to approve the extension request.
• Receives Escalation Notices For Past Due Stages/Tasks - a user with this permission will be notified if any stage or task becomes past due.
• Can Access Audit Trail Date for Items in this Category - a user will be able to access the audit trail data for Change Controls in this category.

You can assign as many roles as you would like to each permission for a change control category.