Accessing Corrective Actions 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 on a per-role basis.
Roles and Permissions Details
- Each user has a default (system) role, plus a specific role(s) that determine their access to Corrective Actions
- Roles can be fully customized for each organization
- List of Roles and settings of permissions in the system is global
- There are four default roles defined for each organization (listed below) with a set of 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:
- Site Admin can only Add/ Remove roles they have for other users
- Org Admin can Add/Remove any roles for other 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 Corrective Actions events within their scope; when assigned as an event Approver, a user can approve or reject a pending Corrective Action |
| Approve Task | Can approve a Task within the Corrective Action, if assigned as a Task Approver | Users having this permission can be assigned as Task Approvers to any Corrective Actions Tasks (including Validation Tasks) within their scope; when assigned as a Task Approver, a user can approve or reject a pending Corrective Action 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 Corrective Action Tasks (including Validation Tasks) within their scope; when assigned as a Task Owner a user can close an open Corrective Action Task and/or Validation Tasks, also attach files to the Task |
| Delete event | Can Delete any Corrective Action within their scope | Users having this permission can delete any Corrective Action that is within their scope irrespective of being assigned to the Corrective Action or not. |
| Edit Any Open event | Can Edit any open Corrective Action within their scope | Users having this permission can edit any Open Corrective Actions 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, edit fields |
| Edit Open events | Can be assigned as event Owners and edit any Corrective Action they have been assigned to |
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| Edit Any Task | Can Edit open or pending Tasks in any open Corrective Action within their scope | Users having this permission can edit open (in-progress) or pending Tasks within any Corrective Action in their scope; they can edit due dates of Tasks, Task Owners, and Task Approvers. |
| Edit and Delete event Task | Can Edit and Delete event-specific Tasks for Corrective Actions they have been assigned to | Users having this permission can edit and delete only open event-specific Tasks for Open Corrective Actions only if they are assigned as an Owner or Approver to the Corrective Action. They can edit the Tasks description, title, 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 Corrective Action they have been assigned to | Users having this permission can edit open Tasks for an open Corrective Action only if they are assigned as an Initiator, Owner, or Approver to the Corrective Action; they can edit due dates of Tasks, Task Owner, and Task Approver. |
| Initiate event | Can Initiate a Corrective Action event within their scope | Users having this permission can only initiate a new Corrective Action from Home> New Corrective Action for location within their scope. This permission will not allow updating the event. |
| Manage Document | Can Manage Corrective Action documents with their scope | Users having this permission can view, define and create a new document (template) of Corrective Action; 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 Corrective Actions they have been assigned to | Users having this permission can re-open closed Tasks for an open Corrective Action only if they are assigned as an Initiator, Owner, or Approver to the Corrective Action |
| View | Can view all Corrective Actions within your scope | This is 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 Corrective Actions (Reports > Corrective Actions) within their scope. |