Batch Scheduling Permissions

When you set up Batch Scheduling, you must determine which Roles or Users within your organization will have permission to use this functionality. All permissions below are in the SCHEDULE group and are  required to enable a Role or User to use batch scheduling:

For Batch Scheduling

• BATCH REQUEST FOR AUDIT SCHEDULE: Allows requesting batches of scheduled audits.
• SCHEDULE NEW ITEM: Enables a user to create new items in a schedule.
• SCHEDULE - VIEW: Enables a user to view schedules.
• SCHEDULE - VIEW ITEM: Enables a user to view schedule items.

Users who have been granted the above permissions (and no others) will only have the Audit main menu option available and they will be able to use the Batch Scheduling feature.

To View the Accept and Reject Field

• VIEW SCHEDULE REQUEST ACCEPT OR REJECT FIELD: Allows the user to see the accept/reject field of a schedule request
• EDIT SCHEDULE REQUEST ACCEPT OR REJECT FIELD:  Allows the user to edit the accept/reject field of a schedule request.

To View Internal Notes (Ensure that you assign only the appropriate roles/users to this permission.)

• SCHEDULE INTERNAL NOTES: Allows access to the internal notes of a schedule request.

See Schedule a Batch of Audits.