Corrective Action Management (CAM) Permissions

PERMISSION NAME

GROUP

PERMISSION DESCRIPTION

REQUIRED PERMISSION(S) and/or NOTES

Action Item Types

Action Plan

Enables a user to edit Action Items Types

VIEW ACTION PLANS - Enables Action Plans - Item Types menu.

Action Plan - Cancel

Action Plan

Enables a user to move one or more action plans into a cancelled status.

REQUIRES: View Action Plans ("APView") in order to view and access the Action Plans menu.

Action Plan - Restore

Action Plan

Enables a user to restore one or more action plans from cancelled status back to their prior status.

REQUIRES: View Action Plans ("APView") in order to view and access the Action Plans menu.  It also requires Action Plan - View Cancelled ("ApCancelPlnView") in order to access the cancelled plans to restore them.

Action Plan - View Cancelled

Action Plan

Enables a user to view action plans in the cancelled status.

REQUIRES: View Action Plans ("ApView") in order to view and access the Action Plans menu.

Action Plan Status

Action Plan

Enables a user to change the language for Action Plan Status names.

Enables Action Plans - Plan Status menu.

Action Plan:  Edit Item Due Date After Approval

Action Plan

Enables a user to edit an action item due date after approval.

REQUIRES: View Action Plans. This only applies to plans in Status=Approved, and if enabled in the Rule, Settings tab.

Action Plan:  Edit Item Due Date When Set from Choice

Action Plan

This permission defaults to enabled. This option allows the due date to be set and locked by either the audit form or priority for radio and droplist question types.

REQUIRES: View Action Plans, Edit Action Item for Incomplete Action Plan, and View Corrective Action Approval Rules.  

Action Plan: Edit Item Internal Comments

Action Plan

Enables a user to edit action item internal comments.

REQUIRES: View Action Plans, and Action Plan: View Item Internal Comments. This field is only available if set in the Rule, Settings tab.

Action Plan:  Summary Detail

Action Plan

Enables a user to view the plan summary detail screen.

With only this permission, a user can view a single action plan without access to any other part of Corrective Action Management.
NOTE:  This permission enables the View Plan Detail menu option and allows a user to enter a single Plan ID and view details—in read-only format—of only that plan. This permission is specifically for users who do not need or have any other action plan permissions.  This is an optional permission that will only be displayed if it has been enabled by RizePoint.  If you wish to turn this on, please contact your RizePoint Representative.

Action Plan: View Item Internal Comments

Action Plan

Enables a user to view action item internal comments.

REQUIRES: View Action Plans. This field is only available if enabled in the Rule, Settings tab.

Action Plans Batch Mode

Action Plan

Allow user to work with Action Plans in Batch Mode.

REQUIRES: View Action Plans in order to have the main "Action Plans" menu available.  This permission must also be used in conjunction with the "Edit" Action Items, "Approve" Action Plan, and "Submit Action Plan" permissions.

Approve Action Plan*

*Assign this permission only if the Corrective Action Management Approval Process has been enabled.

Action Plan

Enables a user to Approve or Disapprove Action Plans

This permission enables the "Action Plan - Approvals" menu.  Action Plans in this list will be in status Pending Approval, and the "Approve" and "Disapprove" buttons for the Action Plan will be available.  Corrective Action Items are read-only.

Complete Action Item

Action Plan

Enables a user to complete Action Items

REQUIRES: VIEW ACTION PLANS to have the main "Action Plans" menu available.

Contact - Create/Edit

People

Enables a user to create new contacts and/or modify existing contact information.

REQUIRES: View Action Plans and Edit Action Item (Note: There are two (2) available Edit Action Item permissions; either one is acceptable to use.)

Create Corrective Action Approval Rule

Action Plan

Enables a user to create Corrective Action Approval Rules

REQUIRES: View Corrective Action Approval Rules. Under the Actions droplist, Create New and Copy Approval Rule menu items are enabled. REQUIRES Edit Corrective Action Approval Rule permission to fully configure the new rule.

Create New Action Item

Action Plan

Enables a user to create new Action Items

REQUIRES: VIEW ACTION PLANS. With this permission, the "New Action Item" button is available for plans in status New, In Progress, or Disapproved only.

Delete Action Item

Action Plan

Enables a user to delete Action Items

REQUIRES:  VIEW ACTION PLANS. The "Delete" Action Item button is available for plans in status New, In Progress, or Disapproved only.

Delete Corrective Action Approval Rule

Action Plan

Enables a user to delete Corrective Action Approval Rules

REQUIRES: VIEW CORRECTIVE ACTION APPROVAL RULES. This permission enables the Delete menu item to the Actions droplist.

Edit Action Item for Complete Action Plan*

Action Plan

Enables a user to edit Action Items for Complete Action Plan

REQUIRES: VIEW ACTION PLANS. With this permission, the Action Item "Edit" button is available for plans in status Completed only.

Edit Action Item for Incomplete Action Plan*

Action Plan

Enables a user to edit Action Items for Incomplete Action Plans

REQUIRES: VIEW ACTION PLANS. The Action Item "Edit" button is available for plans in status New, In Progress, or Disapproved only.

Edit Corrective Action Approval Rule

Action Plan

Enables a user to edit Corrective Action Approval Rules

REQUIRES: VIEW CORRECTIVE ACTION APPROVAL RULES.  With this permission, the following buttons will be available for the creating and managing a Corrective Action Management (CAM) approval rule from the Summary, Criteria, and/or Steps tabs: Add, Edit, and Delete.  With this permission, information on the Summary, Criteria, Steps, and/or Notification tabs may be edited.  When editing is allowed, Add, Edit, and Save button will be available.  See Approval Rules for possible restrictions.

IAP Admin

Action Plan

Enables a user to manage the options related to manually creating an action plan.

Enables the IAP Configuration menu under System > System Setup.

IAP Create

Action Plan

Enables a user to manually create an action plan.

REQUIRES: View Action Plans ("APView").  Create a new action plan button made available on the Corrective Action Management Plans page.

Submit Action Plan*

*Assign this permission only if the Corrective Action Management Approval Process has been enabled.

Action Plan

Enables a user to submit Action Plans for approval

REQUIRES: VIEW ACTION PLANS. The "Submit for Approval" button is available for plans in status New,  In Progress, or Disapprove only, AND only if the Action Plan's rule contains approval steps.

View Action Plans

Action Plan

Enables a user to view all Action Plans regardless of Management Associations.  This is useful for reporting purposes.

If this is the only permission assigned, all Action Plans and Action Items are read-only. The user will only see plans in which they have corresponding associations with the audit result's form, type and location.

View Corrective Action Approval Rules

Action Plan

Enables a user to view Corrective Action Approval Rules

Action Plans - Approval Rules menu is available.  If this is the only Corrective Action Approval Rule permission assigned to a user, then all Rules, Criteria, Steps, Notification, and Settings are read-only.