This article explains how to create Checklist, Checklist Assignment and Checklist Results Roles. Checklist Roles Explained provides more detail on the components of a checklist role, a checklist assignment role or a checklist results role and is recommended reading before creating these roles.
Here are a few common examples of Checklist rights.
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I want a user to be able to: |
Roles Required |
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Assign an Checklist to someone |
Checklist Role with Read Rights & Checklist Assignment Role with Create Rights |
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View Checklist Results |
Checklist Results role with Read Rights |
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Update Checklist Results |
Checklist Results role with Update Completed Checklist Results Rights |
Checklist Roles
These roles give users Read, Update, Create and Retire access rights to checklists. Checklist roles alone however will not enable a user to assign Checklists to others. Checklist roles need to be combined with Checklist Assignment roles in order for a user to be able to assign Checklists to others.
Creating a Checklist Role
To create a new Checklist Role first go to Access Rights then All Roles then click on + New Role.
In Role Type select Checklists.
In Role Name give the Role a descriptive name so that the Role is easily identifiable For Example “Work Health & Safety Checklists - Manage Rights”
In Rights select Read, Update, Create and Retire
You can restrict the Role to particular Checklist Categories by clicking on Select Categories and selecting Categories to which the role applies. Click Save to create the new role.
Checklist Assignment Roles
These roles give users access rights to Checklist assignments. When combined with Checklist Roles they will enable users to Read, Update, Create and Retire checklist assignments.
Creating a Checklist Assignment Role
In order for a user to access checklist assignments, they must at least have read access to checklists i.e. they must have a checklist role in addition to a checklist assignment role.
To create a new Checklist Assignment Role first go to Access Rights then All Roles then click on + New Role.
In Role Type select Checklist Assignments
In Role Name give the Role a descriptive name so that the Role is easily identifiable For Example “Work Health & Safety Assignments - Manage Rights”
In Rights select Read, Update, Create and Retire. Click Save to save to create the new role.
Checklist Result Roles
Checklist result roles give a user Read, Complete and Update Completed Results rights to Checklist Results including Review Stages. You do not need Checklist or Checklist Assignment roles to enable a user to view Checklist results.
Creating a Checklist Result Role.
To create a new Checklist Result Role first go to Access Rights then All Roles then click on + New Role.
In Role Type select Checklist Result
In Role Name give the Role a descriptive name so that the Role is easily identifiable For Example “WHS Checklist Results - Read Rights”
In Rights select the appropriate access rights - Read, Complete and Update Completed Results
You can select if the user has these rights for selected Categories by selecting the option Select Checklist Categories and selecting specific Categories or alternatively selecting All Categories. Click Save to save the new role
All users will be able to complete a Checklist that is assigned to them and do not need to be specifically given access rights for this.
Learn More:
Adding a Role to a User Profile