Incident Access Roles and Privileges

INCIDENT ROLES

The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

To further understand the Incident module, refer to the Lucidity Incident user guide for more details.

Role Name	Role Description	Privileges
General User**	Using Incident, a user can create issues (not manage) and manage own actions	Actions (My) - Create and Edit Create Issue (report only)
Responsible Manager	Using Incident, a user can be nominated as the Responsible Manager. Also create and manage issues, run reports, use dashboard widgets and manage actions	Actions (All) - Create and Edit Actions (My) - Create and Edit Create Issue (report and manage) Dashboard widgets user Edit Issue Reports Responsible Manager Statistics - Data Entry Statistics - Report
Close Out Manager	Using Incident, a user can be nominated as the Close Out Manager. Also create and manage issues, run reports, use dashboard widgets and manage actions	Actions (All) - Create and Edit Actions (My) - Create and Edit Closeout Manager Create Issue (report and manage) Dashboard widgets user Edit Issue Reports Reset Incident to Draft Statistics - Data Entry Statistics - Report
Administrator	Administrator role for Incident	Actions (All) - Create and Edit + Delete Actions (My) - Create and Edit + Delete Create Issue (report and manage) Dashboard Template Manager + widget user Delete Issue Edit Issue Issue Admin Manage - Audits / Inspections + Meetings / Other + Regulatory Notifications + Tools / Settings Reports Reset Incident to Draft Statistics - Data Entry + Report
Column Configuration	Using Incident, a user can configure columns displayed on screen and in reports (in conjunction with admin role)	Column Configuration
Report Emailing	Using Incident, a user can configure scheduled reports on behalf of other users (in conjunction with admin role)	Report Emailing Administrator

** Typically, the HR General User role is assigned by default to all users of the system.

INCIDENT PRIVILEGES

Privilege Name	What the Privilege Does
Actions (All) - Create and Edit	ACTIONS added as a tab. Allows user to view, create and edit all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu.
Actions (All) - Delete	Allows user to delete all actions from ALL ACTIONS menu or the user's own actions from the MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function.
Actions (All) - View	ACTIONS added as a tab. Allows user to view only all actions from ALL ACTIONS menu and the user's own actions from the MY ACTIONS menu.
Actions (My) - Create and Edit	ACTIONS added as a tab. Allows user to view, create and edit their own actions from the MY ACTIONS menu.
Actions (My) - Delete	Allows user to delete their own actions from MY ACTIONS menu. Needs to be used in conjunction with one of the other action privileges to function.
Actions (My) - View	ACTIONS added as a tab. Allows the user to view their own actions from the MY ACTIONS menu.
Closeout Manager	Allows the user to be selected as the Closeout Manager for an Issue. The user will need the Edit Issue & Manage Issue privileges so they can review the Issue; perform a Risk Assessment; add a comment and close the Issue. The closure of the incident will change the status from Complete to Closed.
Column Configurations	Allows the user to configure columns. Restrict access, as any change to columns impacts all users.
Create Issue (Report & Manage)	Allows user to view, create and edit their own Issue. The user will also be able to manage their own Issue. This means they can add Actions to the Issue and perform a Causal Analysis.
Create Issue (Report Only)	Allows user to view, create and edit their own Issue, but not manage the Issue. This means they will NOT be able to add Actions to the Issue or perform a Causal Analysis.
Dashboard read-only widgets user	Allows user to access their Dashboard, but they will not be able to edit, add or remove widgets. The user's dashboard(s) must be set up by the Administrator. The Administrator would temporarily apply the Widget privilege to the user; log in as that user; set up the Dashboard(s); and then remove the Widget privilege.
Dashboard Template Manager	Allows user to create, edit & delete Dashboard Templates that can be utilised by other users to create dashboards.
Dashboard Widgets User	Allows user to add Dashboards using a template or create own dashboard. View, edit and delete Dashboards and manage Dashboard content. Dashboards created by a user will not be visible or available to any other user.
Default Incidents Controllers	Legacy item - does not control any feature
Delete Issue	Allows user to delete an Issue. Need to be used in conjunction with other privileges. If used with one of the Create Issue privileges, the user will be able to delete their own Issues. If used with either the Edit Issue privilege or the Manage Issue privilege, the user will be able to delete Issues they are scoped to.
Drug and Alcohol Manager	Allows user to view Drug and Alcohol issue types, which are hidden from all other users. Needs to be used in conjunction with other privileges. Note: Drug and Alcohol Manager privileges feature needs to be enabled by Lucidity for this privilege to appear.
Edit Issue	Allows user to edit any Issue Report the user is scoped to, but only those that have not yet been approved (has a DRAFT status). The user is able to add actions to these issues. When this privilege is assigned to a user, they will automatically be assigned the Create Issue (Report & Manage) privilege.
Issue Admin	Allows user to edit any Issue Report that has already been approved (that is an Issue with a Read-Only status of either APPROVED, COMPLETED or CLOSED). In order for the privilege to function, the user must also have the Edit Issue privilege assigned. The user will not be able to add new actions or update the Causal Analysis for an Issue that has a Read-Only Status.
Manage Audits/Inspections - Create and Edit	Adds Audits/Inspections/Reviews to Horizontal Toolbar. Allows user to view, add, edit & delete records.
Manage Audits/Inspections - View	Adds Audits/Inspections/Reviews to Horizontal Toolbar. Allows user to view records.
Manage Issue - Create and Edit	Allows the user to Manage the Issues they are scoped to, this means they will be able to complete a Causal Analysis; add actions and view the Workflow. The user will not be able to see the details associated with the Issue, unless they have the Edit Issue privilege or a Create Issue privilege.
Manage Meetings/Other - Create and Edit	Adds Meetings/Others to Horizontal Toolbar. Allows user to view, add, edit & delete records.
Manage Regulatory Notification - Create and Edit	Adds Regulatory Notifications to Horizontal Toolbar. Allows user to view, add, edit & delete records.
Manage Subcontractors	Under Review
Manage Tools/Settings	Adds Settings to the Horizontal Toolbar. Will allow the user to view, add, edit & delete Managed Lists; Causal Analysis Root Causes & Contractors.
Operations Manager	Under Review
Process Manager	Allows user to view Process issue types, which are hidden from all other users. Needs to be used in conjunction with other privileges. Note: Incident Process privileges feature needs to be enabled by Lucidity for this privilege to appear.
Report Emailing Administrator	Allows user to select email addresses, other than their own, for Email Reporting. A user will still be able to create Email Reports without this privilege, but the reports can only be sent to their registered email address.
Reports	Allows the user to access a suite of Reports from the Issues Vertical Toolbar.
Reset Incident to Draft	Allows the user to reset an Approved, Complete or Closed Issue back to a Draft Status. Privilege will need to be assigned in conjunction with a permission that allows the user to create an issue.
Responsible Manager	Allows the user to be selected as the Responsible Manager for an Issue. The user will need the Edit Issue & Manage Issue privileges so they can review the Issue; approve the Issue; perform a Causal Analysis; and add actions. The approval of the Issue will change the status from Draft to Approved.
Shortcut to become the Closeout Manager for an Issue	Allows user to act as the Closeout Manager for an Issue they are scoped to. ALTERNATE CLOSEOUT MANAGER button will appear next to the name of the current Closeout Manager. The user will also need the Closeout Manager; Edit Issue & Manage Issue privileges for this privilege to function.
Shortcut to become the HSE Manager for an Issue	Under Review
Shortcut to become the Operations Manager for an Issue	Under Review
Shortcut to become the Responsible Manager for an Issue	Allows user to act as the Responsible Manager for an Issue they are scoped to. ALTERNATE RESPONSIBLE MANAGER button will appear next to the name of the current Responsible Manager. The user will also need the Responsible Manager; Edit Issue & Manage Issue privileges for this privilege to function.
Statistics - Data Entry	Adds Statistics to Horizontal Toolbar. Allows user to view, add, edit & delete labour hours. This privilege will also allow the user access to the Labour Hour Report under Statistics.
Statistics - Report	Adds Statistics to Horizontal Toolbar. Allows the user to access to the Labour Hour Report under Statistics.

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