Roles are a key feature of the SmartSolve solutions. Roles determine record assignments for management and transactions and also determine the functions a user can perform in the system. Users must have at least one role, in addition to rights groups, assigned to them to be able to log into the system. Users must have at least one role, in addition to rights groups, assigned to them within each organization to be able to log into the system.
Role Types
The following role types exist in the system:
Role Type | Description |
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System Roles |
The following roles are defaults in the system and should not be deleted by an administrator:
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User Roles |
User roles are established for all of the SmartSolve applications you are implementing and typically are aligned to the rights groups you configure, such as SmartTrain Admin, Training Coordinator, Person Manager, and Person or Trainee. |
Training Roles |
Training roles are established in SmartTrain by company management and the Quality department to best align company document, course, and exam requirements to company positions and individual employees within an organization based on the employees' job specific, general companywide, or general requirements. Roles typically contain one or more requirements which are attached to positions or specific person records in SmartTrain. NOTE: SmartSolve user roles may eventually become training roles in most cases as these roles may contain requirements to perform the quality job functions in the SmartSolve system. |
Default System Roles
The following roles are defaults in the SmartSolve installation and should not be deleted by an administrator:
Role | Description |
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ADMINISTRATOR |
This is a system role that is automatically attached to the user who first creates a local organization. It is assigned to this user so that they can access the new organization and configure the system.. |
DEFAULT |
This is a system role that is used when the SmartSolve system needs to perform internal transactions within the application. |
SMARTCOMM ADMIN |
This is a system role that must be attached to a user in order for the user to access the SmartComm™ system. |
SYSTEM |
This is a system role that is used when the SmartSolve system needs to perform internal transactions within the application. |
UNIVERSAL REQUIREMENT ROLE |
This is a system role that is used with SmartTrain™. NOTE: See SmartTrain™ Functional Admin Training to learn more about this role. |
Role Names
The naming convention for roles/codes and names makes is easier to better group different role types in your system.
Role Type | Example Role | Example Name |
---|---|---|
User Roles |
CHM - Owner CHM - Approver SD - Doc Coordinator SD - Doc Approver |
Owner User Role Approver User Role Doc Coordinator User Role Doc Approver User Role |
General Roles (Training) |
EMP General Reqs QA General Reqs IT General Reqs |
Employee General Reqs QA Dept General Reqs IT Dept General Reqs |
Functional Roles (Training) |
Auditor Trainer QC Tester Line Manager |
Auditor Functional Reqs Trainer Functional Reqs QC Tester Functional Reqs Line Manager Functional Reqs |
Role Tab Definitions
There are many functions of a role depending on which SmartSolve solution(s) your company is using. There are four tabs that display in the role record
Use the table below to better understand the tabs and the functions of roles for each solution.
Tab | Description |
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Requirement |
This tab is only used for SmartDoc™ and SmartTrain™. NOTE: For additional information , see SmartTrain Requirements and SmartDoc. |
Users |
This tab is used to attach multiple users to the role. NOTE: For additional information, see Attaching Multiple Users to a Single Role. |
Position |
This tab is only used for SmartTrain. NOTE: For additional information, see SmartTrain Positions. |
Requirement History |
This tab is used for SmartDoc and SmartTrain. NOTE: For additional information, see SmartTrain Requirements and SmartDoc. |
User Rights
The following rights must be assigned to a user for that user to manage or view roles:
Rights | Description |
---|---|
ROL_MANAGE |
Allows the administrator to add new objects, modify existing objects, or delete objects. |
ROL_VIEW |
Allows the user to access the object, to view, and to select. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also
Attaching a Role to Multiple Users
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