Inspection Form Permissions


Permissions for Inspection forms are now applied as defined per User Role.  In the Admin >  Manage your team section click the Roles tab. Each User Role has a Forms permissions block providing permission settings for each type of form in the project. 

Default Inspection Permissions 

When a new project is created a default inspection form named "Inspections Default" is provisioned which provides default permissions for all Inspection form definitions for each role (see below).

During the Inspections Configuration process these default permissions will be applied to all configured inspection form definitions. 

Permissions for each role can be changed by enabling/disabling the check boxes in the Inspections line.

 

Default Admin Role (Full Access)

 

Default Project Manager Role  (Approve + Create)

 

Default Contributor Role (Create + Assign)

Possible Permission Related Scenarios

User updates the default permissions 

The updated permissions will be applied for all existing Inspection form definitions per each Role as soon as the changes are saved.

User Updates Permissions for a Specific Role

If a user changes permissions for a specific Role, then the updated permissions are applied for all Inspection forms for all users with this role as soon as the changes are saved.

User re-configures inspection forms using the Inspection Configuration process

If a user imports and publishes a new or updated configuration file, the newly created inspection form definitions and existing inspection form definitions will keep the default permissions for all inspections as defined per Role.

An existing project has NO "Inspections Default" provisioned form but has existing Inspection forms

Existing Permissions from the FIRST (=ANY) inspection form definition defined on the project are used and applied to any newly imported and existing form definitions.

If no "Inspections Default" form exists in the project and no other Inspection forms exist

No permissions will be applied to the newly imported form definitions. Once the form definitions have been imported, the user will need to set default permissions for each Role.