Rights in Competency, action by action
What you can do in Competency depends on your right on the Competency row of the rights table (The Users page and the rights table), which your user administrator sets, and, with the Approve right, on which titles and global-field values you are responsible for. This page lists, for each action in Competency, the lowest right on the Competency row that allows it, and which people it applies to. The rights build on each other in this order: Read, Edit, Create, Approve, Manage, Archive, Admin; a higher right includes the lower ones.
What each level adds in Competency
Section titled “What each level adds in Competency”| Level on the Competency row | What it adds in Competency |
|---|---|
| Read | Open Competency and the User information tab, open your own details page without being able to save changes, and Export to excel. A user with exactly Read can be given the View Report right. |
| Edit | Change your own record: the fields, competency rows, certificates, capsules, profile image, CV and Attachments. Edit mode on the User information tab, creating a new competency by typing a new name in a competency table, and New action on a details page. |
| Create | Nothing more than Edit in Competency. |
| Approve | Add user, the Report and Analysis tabs, and seeing and changing the people within your responsibility. Users with Approve or higher can be made responsible for titles and global-field values. |
| Manage | Everyone in Competency, the Admin tab, deleting predefined charts that others created, and opening the settings of any chart on your page. |
| Archive | Nothing more than Manage in Competency. |
| Admin | Nothing more than Manage in the Competency screens. |
Which people you work with
Section titled “Which people you work with”| Your right on the Competency row | People you can see and open | People you can change |
|---|---|---|
| Read | Yourself | Nobody |
| Edit or Create | Yourself | Yourself |
| Approve | Yourself, and every person whose title or global-field value you are responsible for | The same |
| Manage, Archive or Admin | Everyone | Everyone |
| Read with View Report | Yourself on the User information tab; all active people in the Report tab, without opening their details | Nobody |
Responsibilities are set in the Access Right section of the Admin tab; see Give managers access to people in Competency. These limits apply in the list, on the details page, in the export, in the Report tab and in the charts.
Action by action
Section titled “Action by action”| Action in Competency | Lowest right on the Competency row | Note |
|---|---|---|
| Open Competency and the User information tab | Read | |
| Search, Filter, sort, page and Show expired users in the user list | Read | Only the people you can see. |
| Export to excel from the user list | Read | Exports the people you can see. |
| Star (Add to favourites) on the User information or Report tab | Read | The Report tab star needs access to the tab. |
| Open a person’s details page | Read | Only people you can see. |
| See the CV and Attachments paper clips on a details page | Edit | Hidden with only Read, also on your own record. |
| Change a person’s fields and click Save | Edit | Only people you can change. |
| Add, change and remove competency rows, and Save all | Edit | Only people you can change. |
| Upload or link a row’s certificate | Edit | Only people you can change. |
| Tick or untick a capsule under Select capsule | Edit | Only people you can change. Without Edit, the capsules are shown as text. |
| Create a new competency by typing a new name in a person’s competency table | Edit | A competency created this way is added to your company’s list of competencies, so everyone can choose it, not only for this person. |
| Edit mode on the User information tab | Edit | Changes are still limited to the people you can change. |
| See the Actions section on a details page | Read on the Action Manager row | The right on the Competency row does not matter here. |
| New action in the Actions section | Edit | |
| Add user | Approve | Not shown with Read, Edit or Create. |
| Open the Report tab | Approve, or Read with View Report | With Approve and no responsibility, the tab is greyed out, unless you still have View Report from a time when your right was exactly Read (see the View Report row below). |
| Open a person’s details from the Report tab | Approve | Names are not clickable with only View Report. |
| Open the Analysis tab and create charts | Approve | With Approve and no responsibility, the tab is greyed out. |
| Change a chart (Top, Sort, Filters, chart type, settings) | Approve, for charts you created | With Manage or higher, the settings dialog of any chart on your page opens when you click its name. |
| Delete a predefined chart | Approve, for predefined charts you created; Manage for others’ | |
| Open the Admin tab: reminder rules, competencies, capsules, Max level, titles, Access Right and View Report | Manage | The tab is not shown below Manage. |
| Change global-field values in the Organisations section of the Admin tab | Exactly Admin on the Super area row of the rights table (the row that also gives the Super menu) | Without it, the values are read-only there. Titles need only Manage on the Competency row. |
| Be made responsible for a title or global-field value | Approve | The person must be active in Competency and linked to an ABMS login. |
| Be given View Report | Exactly Read | Only users with exactly Read are offered in the View Report list. A user who was given View Report and whose right is later raised keeps it. |
| Be chosen as a recipient of a reminder rule | No right in Competency is needed | The person must be active in Competency, linked to an ABMS login and have an e-mail address. |
Tabs and links
Section titled “Tabs and links”- Report is not shown below Approve, unless you have View Report. Analysis is not shown below Approve. Admin is not shown below Manage.
- With Approve (below Manage) and no responsibility assigned, Analysis is greyed out, and Report is greyed out unless you have View Report. With Manage or higher, neither is greyed out.
- Competency remembers the last tab you opened while the browser tab stays open. A link to a tab you have no access to opens the User information tab instead.
- The Link in a reminder e-mail opens a person’s details page; it opens only if your right lets you see that person.