Create a Role

A role contains a set of permissions required to perform various tasks. Example: Role1 may include, the permission to create a work order, update a work order, and so on.

Procedure

  1. Select Roles.
    The Roles page appears, displaying the list of roles.
  2. Select .
    The Create Role page appears.
  3. Provide values as specified in the following table
    FieldDescription
    ROLE NAMEProvide a unique name for the role.
    ROLE DESCRIPTIONProvide a description for the role.
  4. Select a role category from the ROLE CATEGORY list.
    The relevant permissions appear in the PERMISSIONS workspace.
    ROLE CATEGORYPERMISSIONS (with description)
    Work Order ExecutionExecute a work order

    The ability to execute a work order by clocking on, clocking off, confirming completed quantities, logging quality variables, generating defects, and completing execution.

    Consume raw material

    The ability to search for a raw material lot and consume quantity.

    Create raw material lots

    The ability to create raw material lots.

    Change lot identifiers

    The ability to modify the serial numbers or lot identifiers within a work order.

    Manually skip

    Enable the ability to manually skip an operation that is configured as optional.

    Work Order ManagementCreate a work order

    The ability to create a new work order.

    Change a work order plans

    The ability to change the planned start or end dates or the priority of a work order.

    Change lot identifiers

    The ability to modify the serial numbers or lot identifiers within a work order.

    Cancel a work order

    The ability to cancel a work order that has not been started.

    Edit a work order

    The ability to modify operation definitions within a work order.

    Clock off others

    The ability to clock off any user that is currently clocked on.

    Time BookingModerate time booking records

    The ability to edit other users time booking records. This permission is only applicable at a site level resource.

    CommentsModerate comments

    The ability to edit and delete other users comments. This permission is only applicable at a site level resource.

    Process Order Execution Consume raw material

    The ability to search for a raw material lot and consume quantity.

    Create raw material lots

    The ability to create raw material lots.
  5. Switch the toggles of the permissions you want to include in the role.
  6. Repeat steps 4 and 5 to include permissions of other role categories.
    Note: The Summary page appears, displaying the list of selected role categories and permissions.
  7. Select Create.

Results

The role is created.

Watch the following video for a demo on how to create and manage roles.