About Roles

After a Human Resource is linked to a Resource Role, the value in the Role box:

• Determines certain administrative tasks that a user can perform.
• Filters certain lists in Inspections.
• Controls the workflow of Inspection Management users.

Each role should be used as described in the following list.

• Inspector: Gathers data to enter into a new or existing Inspection.
• Inspection Supervisor: Reviews Inspections that have been created by a user with an Inspector Resource Role.
• Inspection Administrator: Performs administrative tasks such as updating Security User roles and certifications, managing and creating Inspection Conditional Alerts, and defining default inspection intervals. A user who is assigned an Inspection Administrator role can complete the following tasks:
  • Inspection Configuration
  • Manage Inspection Resources, Roles, and Certifications
  • Manage Inspection Alerts
  • Manage Strategies
  • Manage Time-Based Settings
• Inspection Specialist: Performs functions determined by your unique implementation of this Resource Role.

To assign a role to a Security User, you will need to link a Resource Role record to the Human Resource record for that Security User. The Resource Role record contains the Role field, which should contain a value that indicates the role assigned to that user.

For example, if John Smith is responsible for reviewing Inspection records, you would create a Human Resource record for John Smith and link it to a Resource Role record. That Resource Role record would contain the value Inspection Supervisor in the Role field.