New article
Recently updated
Understanding users permissions in Audit module
Who is this article for?
Users who want to understand the permissions
System Admin access is required.
This article summarizes the key permissions within the Audit module, outlining what each allows, the required access levels, and any conditions for use.
Understanding users permissions in Audit module
- Other Permissions Required: Sometimes the user will not be able to use the assigned permission without having additional permissions.
For example, a user who has permission to read Audit records will also require permission to access the Audit module.
- Editable Conditions: Some permissions can be edited to only trigger under certain conditions.
For example, a user could be granted the Audit Edit permission only for specific Audit scope.
- Description: What the user will able to do when they have access to this permission.
| Permission Name | Other Permissions Required | Editable Conditions | Description |
|---|---|---|---|
| Audit Module Access | n/a | None | Allows access to the Audit most |
| Edit Question Bank | Audit Module Access | None | Allows access to the Question Bank management dialog. |
| Edit Checklists Templates | Audit Module Access | None | Allows access to the Checklist Template Manager. |
| Edit Subject Relationships | Audit Module Access | None | Allows access to the Relationship Manager. |
| Design Audit Reports | Audit Module Access | None | Allows access to the Report Designer via the Print dialog in this module. |
| Audit Read | Audit Module Access | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows user to view Audit record details, including properties and to launch any associated attachments. |
| Audit Edit | Audit Module Access
| Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows a user to edit audit records with the following exceptions: The following fields are restricted: Audit Number, Closed By, Closed Date, Accepted By and Accepted On. The following functions are restricted: Raise/Delete Non-Conformance Findings, Close Audit, Re-Open Audit and Report Acceptance. Audit Create is dependent on this command if the user is required to create Audits from the details form. |
| Audit Create | Audit Module Access Audit Edit | None | Allows creation via all methods. If creation is allowed via wizard method from the Launchpad only, then Audit Module Access does not also have to be granted. Otherwise this must be granted. Please note this does not give permission to edit any fields in the Audit Details form. When creating Audits using the Details screen (i.e. not via a wizard) this permission must be paired with the Audit Edit. |
| Audit Edit Number | Audit Module Access Audit Read | None | Allows a user to edit the Audit Number field. |
| Audit Confirm Schedule | Audit Module Access Audit Read | None | Allows the user to confirm the Audit schedule. |
| Audit Reschedule | Audit Module Access Audit Read | None | Allows the user to reschedule an Audit. |
| Audit Create Checklist | Audit Module Access Audit Read Audit Edit Checklist | None | Allows new checklists to be created and added to an Audit. |
| Audit Add Checklist via Template | Audit Module Access Audit Read Audit Edit Checklist | None | Allows new checklists to be added to an Audit from the checklist. |
| Audit Edit Checklist | Audit Module Access Audit Read Audit Read Checklist | None | Allows an Audit checklist to be edited. |
| Audit Checklist Read | Audit Module Access Audit Read | None | Allows a user to read Audit checklists. |
| Audit Checklist Respond | Audit Module Access Audit Read Audit Read Checklist | None | Allows a user to answer checklist questions and Raise/Edit/Delete Observations. |
| Audit Checklist Delete | Audit Module Access Audit Read | None | Allows Audit checklists to be deleted. |
| Create Audit Non-Conformance | Audit Module Access Audit Read Access CA/PA Module | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows a user to create non-conformance findings from the Audit module. |
| Create Audit CA/PA via Wizard | Audit Module Access
| Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows the user to raise Non-Conformance findings using Wizards only. |
| Audit Non-Conformance Delete | Audit Module Access Access CA/PA Module | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows a user to delete non-conformance findings from the Audit module. |
| Audit Report Acceptance | Audit Module Access Audit Read | None | Allows access to the Accept Report and Clear Report Acceptance functions and the editing of the Accepted by and Accepted on fields. |
| Audit Close | Audit Module Access Audit Read | None | Allows access to the Close Audit function and allows the editing of the Close Date and Closed by fields. |
| Audit Reopen | Audit Module Access Audit Read | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows the re-opening of a closed audit. |
| Audit Create Note | Audit Module Access Audit Read | None | Allows note creation. |
| Audit Edit Note | Audit Module Access Audit Read | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows a note to be edited but not deleted. |
| Audit Delete Note | Audit Module Access Audit Read | None | Allows a note to be deleted. |
| Audit Edit Attachments | Audit Module Access Audit Edit | None | Allows a user to add or edit the file/collection attached to this object. |
| Audit Edit Additional Fields | Audit Module Access Audit Read | None | Allows the editing of the Additional Fields on the Additional Information properties page. |
| Print Audit Data | Audit Module Access Audit Read | None | Allows access to the print, page setup and print preview functions. |
| Audit Delete | Audit Module Access Audit Read | Audit Calendar; Audit's Scope dept matches user's dept; Audit Scope | Allows a user to delete an audit record, note: the user must also have Audit.CA/PA.Delete to delete an Audit with non-conformance findings. |
| Audit Read Supplier Scope | Audit Module Access Audit Read | None | Allows a user to open a Supplier record that is related to the scope of an Audit. |
| Audit Calendar Quick Add | Audit Module Access Audit Read | None | Allows new Calendar values to be quick-added to the system when forms are being filled in. |
| Audit Read Document Scope | Audit Module Access Audit Read | None | Allows a user to open a Document record that is related to the scope of an Audit. |
| Audit User Defined 1 Quick Add | Audit Module Access Audit Edit Additional Fields | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Audit Read Non-Conformance | Audit Module Access Audit Read Access CA/PA Non-Conformance | None | Allows a user to open a Non-Conformance record that is a Finding of an Audit. |
| Audit User Defined 2 Quick Add | Audit Module Access Audit Edit Additional Fields | None | Allows new entries to be added to this user-defined field when forms are being filled in. |
| Audit Launch Document Scope | Audit Module Access Audit Read | None | Allows a user to view a Document that is related to the scope of an Audit. |