Action tracking permissions by user type

The rules that apply to users who have access to Action tracking.

• Creating, modifying and removing Actions and Procedures - only users with Actions Administration permission can create, modify or remove Actions and Procedures from the list of Actions and Procedures.

  See Creating Locations.

• Modifying or removing attached Actions - only users with Actions Administration permission can modify or remove an attached Action. Modifications include changes to Action start, due and end date and time and responsibility.

  To modify responsibility, you need Reassign Actions or Activities permission.

  Modifying also includes marking an Action as not complete.

  Content Manager will reschedule subsequent Actions according to the settings in Administration - System Options - Workflow page after a user has marked an Action not complete.

  See System Options Workflow page for more information about the rescheduling options.

• Completing previous Actions - a user can only complete previous Actions in a Procedure when they are either user type Administrator or a user with Actions Administration and/or Reassign Actions or Activities permission
• Assigning Actions - users of all user types except Inquiry User can assign Actions to records
• Reassigning Actions - a user can only reassign Actions when they are either user type Administrator or a user with Actions Administration and/or Reassign Actions or Activities permission
• Completing Actions - a user can only complete Actions when they are either user type Administrator, a user with Actions Administration and/or Reassign Actions or Activities permission or the Action is assigned to them
• Adding or Editing Notes on an Action - if a user has permission to reassign actions and permissions to modify the metadata of the record and if they are the responsible location to complete the action, they will have full access to the Notes; if they are not the responsible location to complete the action they will only be able to append Notes. If a user does not have the required permissions the Notes will be read only.