Incident Access Roles and 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

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.