Action Plan Permissions and Roles – EASE INC.

Accessing Action Plans in Beacon is now controlled by Permissions and Roles assigned to a user. Permissions for users to add, edit, and delete events and Tasks in a Corrective Action are managed per-role.

Roles and Permissions Details

Each user has a default (system) role, plus a specific role(s) that determine their access to Action Plans
Roles can be fully customized for each organization
The list of Roles and permissions settings in the system is global
Four default roles are defined for each organization (listed below) with permissions assigned. Pre-defined roles can be customized to any set of permissions
Only Organization Admins can edit and customize roles for the organization
When editing roles for a user:
1. Site Admin can only Add/ Remove roles they have for other users
2. Org Admin can Add/Remove any roles for different users

Permission	Description	Additional Details
Approve event	Can Approve a Corrective Action event if assigned as an event Approver	Users having this permission can be assigned as event Approvers to any Action Plan events within their scope; when assigned as an event Approver, a user can approve or reject a pending Action Plan.
Approve Task	Can approve a Task within the Action Plan if assigned as a Task Approver	Users having this permission can be assigned as Task Approvers to any Action Plan Tasks (including Validation Tasks) within their scope; when assigned as a Task Approver, a user can approve or reject a pending Action Plan Task and/or Validation Tasks.
Close Task	Can close a Task they have been assigned to	Users having this permission can be designated as Task Owners to any Action Plan Tasks (including Validation Tasks) within their scope; when assigned as a Task Owner a user can close an open Action Plan Task and/or Validation Tasks, also attach files to the Task.
Delete event	Can Delete any Corrective Action within their scope	Users with this permission can delete any Action Plan within their scope, irrespective of whether it is assigned to the Action Plan.
Edit Any Open event	Can Edit any open Action Plan within their scope	Users having this permission can edit any Open Action Plans within their scope; they can update the due date of the event, edit the description, add event attachments, add or delete Owners and Approvers, create new Tasks, and edit fields.
Edit Open events	Can be assigned as event Owners and edit any Action Plan they have been assigned to	Users having this permission can be assigned as Action Plan event Owners. Users having this permission can edit the Open Action Plans only if they are assigned as an Initiator, Owner, or Approver to the Action Plan; they can edit the due date of the event, edit the description, add event attachments, add or delete Owners and Approvers, create new Tasks, edit fields. Users having this permission can Submit an open Action Plan event only if they are assigned as the Owners of the event.
Edit Any Task	Can Edit open or pending Tasks in any open Action Plan within their scope	Users having this permission can edit open (in-progress) or pending Tasks within any Action Plans in their scope; they can edit the due dates of Tasks, Task Owners, and Task Approvers.
Edit and Delete event Task	Can Edit and Delete event-specific Tasks for Action Plans they have been assigned to	Users with this permission can only edit and delete open event-specific Tasks for Open Action Plans if assigned as an Owner or Approver to the Action Plan. They can edit the Tasks description, title, and Task-related field checkboxes like 'Require Approval,' 'Validation Task,' 'Require Attachments,' and 'Notify Next Open Task Owner.'
Edit Task	Can Edit open Tasks in any open Action Plan they have been assigned to	Users with this permission can edit open Tasks for an open Action Plan only if assigned as an Initiator, Owner, or Approver to the Action Plan; they can edit the due dates of Tasks, Task Owner, and Task Approver.
Initiate event	Can Initiate an Action Plan event within their scope	Users having this permission can only initiate a new Action Plan from Home> New Corrective Action for a location within their scope. This permission will not allow updating the event.
Manage Document	Can Manage Action Plan documents with their scope	Users having this permission can view, define, and create a new document (template) of the Action Plan; they can set the Tasks, fields, and scope of the document and also be assigned as Approvers for the document.
Re-Open Tasks	Can re-open closed Tasks for Action Plans they have been assigned to	Users having this permission can re-open closed Tasks for an open Action Plan only if they are assigned as an Initiator, Owner, or Approver to the Action Plan
View	Can view all Corrective Actions within your scope	This is the default permission assigned to any user if one or more of the above permissions are enabled for a role; users having this permission can view all Action Plans (Findigs > Action Plans) within their scope.

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