How to configure roles for Questionnaires

For a user to view and manage questionnaires from the App, you must assign them the corresponding role. There are two types of assignment:

• Global role: the user accesses all scopes.
• Role by scope: access is restricted to one or more specific scopes.

Assign a global role

Global roles allow the user to access ALL scopes.

Procedure

1. Go to Settings → Users and enter the corresponding user.
2. Open the Global roles tab and click Link.
3. Search for the role App – Cuestionarios, select it and click OK.
4. Click Save and then Operations → Recalculate permissions.

Tip

If you want to grant permission to all sections of the App, specify the role App – Todas las funciones instead of App – Cuestionarios.

Assign a role by scope

Roles by scope restrict the scopes where the user can access and manage questionnaires.

Procedure

1. Go to Settings → Users and enter the corresponding user.
2. Open the Roles by scope tab and click New.
3. Specify the scope and activate the checks you need (see details below).
4. Link the role App – Cuestionarios.
5. Click Save and then Operations → Recalculate permissions.

Tip

If you want to grant permission to all sections of the App, specify the role App – Todas las funciones instead of App – Cuestionarios.

Available checks for roles by scope

In Settings → Users → user record → Roles by scope, you have the following checks:

Include own elements

Grants the user permission to view those elements created by themselves within the specified scope. For example: a team or installation that the person has registered.

Include elements not classified by scope

Grants the user permission to view elements that do not have a specific scope assigned. For example: a PPE.

Include the specified scope

Grants the necessary permissions to act within the specified scope, according to the completed data of company, site and/or section, respecting the limitations of the chosen role.

Behaviour when no scope is specified

If you check the box but do not specify any scope, the user will obtain permissions for ALL scopes. In practice, this acts as a global permission.

Limitations of the role by scope

• The role by scope DOES NOT reach the position level: the lowest available scope is section.
• If a questionnaire has the scope Company 1 and Site 1, an employee with a role by scope configured for Company 1, Site 1 and Section 1 will also see it.

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Source: M-SO-20-03-01 «User Manual · Questionnaires», version 1, 10/02/2020.