Resco.Inspections: Difference between revisions

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# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


== Permissions ==
Permissions for Inspections entities (Question, Question Groups, Questionnaire) need to be set based on what action will the user perform on questionnaires.
For Questions and Question groups, users – administrators – managers, who create and fill out questionnaires, should have a Read and Create permission (enable the Update permission only if it admins will need to modify questionnaires later).
; User / Inspector: (a person who is filling out the questionnaires)
* Read permission – required for owned records and records owned by the manager that creates the questions (e.g. Business unit level).
* Create permission – is needed so the user can answer questionnaire templates and save the completed questionnaires.
* Update, Delete permissions – users may not have these permissions unless they’re creating questionnaires themselves.
; Administrator: (a person who us creating questionnaires, and gathering info)
* Read permission – necessary for owned questionnaires.
* Create, Update, Delete permissions – required at least for owned questionnaires. Delete permission is upon consideration.
{{Note|If you want to enable viewing and updating all questionnaires available on the server for all managers, these permissions need to be set rather for a business unit.}}
It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend.


[[Category:Resco Inspections]]
[[Category:Resco Inspections]]

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