This article contains:

1. Permissions

Standard Incident Add Permission

Select this permission to add/edit and save items in an Incident Object.

Standard Investigator Permission

Select this permission to for users assigned as Primary Investigator and Secondary Investigator for an incident, to access and manage investigations responsible for.

Standard Action Responsible Officer Permission

Select this permission to set the user with rights to action as a responsible officer, to access and manage Incidents they are responsible for.

Unlock all objects for editing (override "Disable all objects when Incident is closed" Setting)

Select this permission to edit all objects available in the incident workflow even after an incident record is closed.

Enable Investigation Due Date (Override "Disable Investigation Due Date" Setting)

Select this permission to enter a due date for an investigation object.

User Settings

Provides permissions to the Incident Settings > User settings page. Recommended only for administrators.

User Roles Settings

Provides permissions to the Incident Settings > User Roles settings page. Recommended only for administrators. 

Standard Role Settings

Provides permissions to the Incident Settings > Standard Roles settings page. Recommended only for administrators. 

Location Settings

Provides permissions to the Incident Settings > Location settings page. Recommended only for administrators.

Priority Settings

Provides permissions to the Incident Settings > Priority settings page. Recommended only for administrators.

Severity Settings

Provides permissions to the Incident Settings > Severity settings page. Recommended only for administrators.

Likelihood Settings

Provides permissions to the Incident Settings > Likelihood settings page. Recommended only for administrators.

Category Settings

Provides permissions to the Incident Settings > Category settings page. Recommended only for administrators.

Code Setup

Provides permissions to the Incident Settings > Code Setup settings page. Recommended only for administrators.

List Item Configuration

Provides permissions to the Incident Settings > Lists settings page. Recommended only for administrators.

Display Text Settings

Provides permissions to the Incident Settings > Display Text settings page. Recommended only for administrators.

Object Configuration Settings

Provides permissions to the Incident Settings > Object Configuration settings page. Recommended only for administrators.

Register Configuration Settings

Provides permissions to the Incident Settings > Register Configuration settings page. Recommended only for administrators.

Workflow Configuration Settings

Provides permissions to the Incident Settings > Workflow settings page. Recommended only for administrators.

Type Configuration

Provides permissions to the Incident Settings > Incident Type settings page. Recommended only for administrators.

Notification Settings

Provides permissions to the Incident Settings > Notifications settings page. Recommended only for administrators.

Miscellaneous Settings

Provides permissions to the Incident Settings > Miscellaneous Settings page. Recommended only for administrators.

Causes And Consequences Settings

Provides permissions to the Incident Settings > Cause and Consequences settings page. Recommended only for administrators.

Custom Table Settings

Provides permissions to the Incident Settings > Custom Table settings page. Recommended only for administrators. 

Standard Unlock All Objects In Incident Drafts For Editing Permission

Select this permission to edit all objects available in the incident workflow when an incident record is in a draft state.

Risk Rating Type Settings

Provides permissions to the Incident Settings > Risk Rating settings page. Recommended only for administrators.

Risk Rating Calculation Settings

Provides permissions to the Incident Settings > Risk Rating Calculation settings page. Recommended only for administrators.

Object Section Configuration Settings

Provides permissions to the Incident Settings > Object Section Configuration settings page. Recommended only for administrators.

Portal Configuration Settings

Provides permissions to the Incident Settings > Portal Configuration settings page. Recommended only for administrators.

Display all records in registers

Select this permission to view all incident records in registers.

Type Group Configuration Settings

Provides permissions to the Incident Settings > Type Group Configuration settings page. Recommended only for administrators.

Display confidential records in registers

Select this permission to view all incident records marked as confidential in the registers. Confidential records will not be read-only and you will not have the permission to view the objects of the confidential record if you do not have permission to view the confidential record in the Register.

Edit Close Object Regardless Of Incident Completion

Select this permission to edit the close object in the incident workflow, regardless of it being completed.

Register Grouping Configuration

Provides permissions to the Incident Settings > Register Grouping Configuration settings page. Recommended only for administrators.

Standard Incident Draft Submission Permission

Select this permission to create and submit an incident record as a draft.

Standard Incident Approver Permission

Select this permission for the user to create an Incident and submit for approval. This user role should be tied in with an appropriate user role providing 'add' permission for the action object.

Standard Incident Signoff Delegated Approver Permission

Select this permission to allow the user to approve, reject, and reverse signoffs on behalf of another user. The permission should be tied to a user role that has the necessary signoff authority.

Standard Incident Action Draft Submission Permission

Select this permission to create and submit an Incident Action record as a draft.

Standard Incident Action Approver Permission

Provides permission for the user to approve an incident action created and submitted for approval.

Review Frequency Settings

Provides permissions to the Incident Settings > Review Frequency settings page. Recommended only for administrators.

View Draft Incidents

Select this permission to view all draft Incident records in the registers. This does not consider hierarchies and nodes of users. This permission is suitable to be given to admin users who requires to see all draft Incident records in the application.

Dashboard Configuration Settings

Select this permission to configure settings in the incident dashboard.

Show records only in linked node to the node's responsible officer

Select this permission to view incident records that are only related to the same organisation node in the hierarchy, for the node's responsible officer.
This is the responsible person linked against the hierarchy (under Hierarchy > Node > Responsible Person). Therefore, the responsible person field must be added via the hierarchy node properties to assign this.

Show records in linked and underlying nodes to the node's responsible officer

Select this permission to view incident records that are only related to the same organisation node and its underlying nodes in the hierarchy, for the node's responsible officer.
This is the responsible person linked against the hierarchy (under Hierarchy > Node> Responsible Person). Therefore, the responsible person field must be added via the hierarchy node properties to assign this.

Show draft records only in the linked node to the node's responsible officer

Select this permission to enable users to view draft incident records that are linked to the responsible officer of the relevant hierarchy node.

Show draft records in linked and underlying nodes to the node's responsible officer

Select this permission to enable users to view draft incident records linked to the responsible officer of a hierarchy node and its underlying nodes.

Standard Incident Sign Off Permission

Select this permission to sign off an incident record in the incident workflow.

Task Configuration

Provides permissions to the Incident Settings > Task Configuration settings page. Recommended only for administrators.

Getting Started Page Configuration

Select this permission to configure the Getting Started page for the Incident product.

Incident > Register

View All

Select this permission to view all Incidents regardless of its hierarchy or created user in the Incident Register.

View All Not Linked to Hierarchy

Select this permission to view Incident that are not linked to a hierarchy, in the Incident Register.

View Node Only

Select this permission to view Incidents that are only related to a node in the hierarchy, in the Incident Register.

View Node With Children

Select this permission to view Incidents that are under a node, along with its children, in the Incident Register.

View All Created

Select this permission to view Incidents only if you (logged in user) created it, in the Incident Register.

View All RO

Select this permission to view Incidents only if you (the logged in user) are the Responsible Officer, in the Incident Register.

View Draft Records

Select this permission to view draft incidents in the Incident Register, accessible only if you have other above register permissions enabled.

​Incident > Show Hierarchies in Links Tab

​<Hierarchy name>

Select this permission(s) to show the listed hierarchy(ies) created for your organisation, to be displayed in the Links tab.

Workspace

Incident Register

Select this permission to view the 'Incident Register' menu item under the 'Workspace' section in the hamburger Menu and in the left-hand navigation bar.

Incident Actions

Select this permission to view the 'Incident Actions' menu item under the 'Workspace' section in the hamburger Menu.

Dashboard

Select this permission to view the 'Dashboard' menu item under the 'Workspace' section in the hamburger Menu and in the left-hand navigation bar under Analysis, thereby allowing you to access the Dashboard. 

​Framework

Incident Settings

Select this permission to view 'Incident Settings' under the 'Framework' section in the hamburger Menu.

Incident Management

Incident Register

Select this permission to view the 'Incident Register' menu item under the 'Incident Management' section in the hamburger Menu and in the left-hand navigation bar.

Incident Actions

Select this permission to view the 'Incident Actions' menu item under the 'Incident Management' section in the hamburger Menu.

Incident Analysis

Select this permission to view the 'Incident Analysis' menu item under the 'Incident Management' section in the hamburger Menu and in the left-hand navigation bar under Analysis, thereby allowing you to access the Incident Analysis dashboards.

Incident

Incident Reports

Select this permission to access and view Incident related reports.

Report Uploader

Select this permission to be able to access the report uploader and report uploader setup.

2. Staff Management