Compliance Settings – Standard Roles Settings

This settings page will let you view a list of standard record field inherited roles for a register type within the system and update which user roles it is attached to. These inherited roles get automatically assigned to users based on the criteria for that role – this will apply only to the record in question (e.g. Users who create a new record would automatically inherit the Creator role permissions for that record). Additionally, create new inherited roles within this page and specify which workflow, object, and field it applies to. 

The following standard roles will be offered by default for the three registers:

• Compliance Register

  • Compliance Action Responsible Officer

  • Compliance Creator

  • Compliance Responsible Officer

• Authority Document Register

  • Authority Document Action Responsible Officer

  • Authority Document Creator

  • Authority Document Responsible Officer

• Policy Register

  • Policy Action Responsible Officer

  • Policy Creator

  • Policy Responsible Officer

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Figure 1.1

You need to assign which user roles (created under Compliance Settings > User Roles) will apply to these pre-defined standard roles; thereby assigning users selected in staff dropdowns in fields, when creating compliance records.

To assign user roles for pre-defined standard roles:

• STEP 1: Select a 'Register Type' from the dropdown and click on a pre-defined standard user role.

• STEP 2: Select which 'User Roles' will be associated with this standard role, thereby defining the permissions.

• STEP 3: Click on the Save button at the top-right corner of the window to save details.

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Figure 1.2

In the situation where a staff member does not fall under the user roles defined in the pre-defined set of standard roles, and requires limited or certain amount of access to a compliance document to view in their registers, this can be done by creating a new Standard Role.

To add a new standard role:

• STEP 1: Select a 'Register Type' from the dropdown and click on the Add button at the top-right corner of the window.

• STEP 2: Enter a user 'Role Name' and a 'Description' for the user role.

• STEP 3: Select the 'User Roles' you wish to define the permission level for the user to access.

• STEP 4: Select the 'Workflow' that will apply for this user.

• STEP 5: Select the 'Object' that you want the permit this user access with.

• STEP 6: Select the 'Field' of the object that is related to this user.

• STEP 7: Click on the Save button at the top-right corner of the window to save details.