Reagents & Materials Management - Part 2 - Permissions

Modified on Fri, 19 Jan at 12:21 PM

Permissions and Settings for Materials and Reagents

The permissions relating to Reagents and Materials are confined to the OU where they are applied. Physical reagents and materials can be located anywhere in the organisation but their records must be assigned an Organisational Unit (OU) as a base. This allows managing the permissions by department and very granular roles can be created to grant different permissions to different users for the different activities involved. For example, someone from the purchasing department can be granted permission to check in stock but not to check it out.

When the Batch/Stock feature is enabled, the role, ‘Stock Editor’ provides specific permissions for both reagents and materials stock management, as shown below.

Permissions for Reagents

Permission	Description
Reagents:Change Organizational Unit	Allow a user to move reagent records to the selected organisational unit
Reagents:Check-in Stock	Allow a user to check in stock of a reagent
Reagents:Check-out Stock	Allow a user to check out stock of a reagent
Reagents:Create Reagents	Allow a user to create reagent records
Reagents:Create Reports	Allow a user to print a reagent report
Reagents:Delete Categories	Allow a user to delete reagent categories
Reagents:Delete Measurement Units	Allow a user to delete measurement units used in the system
Reagents:Delete Stock Lot Statuses	Allow a user to delete stock lot statuses
Reagents:Delete Storage Conditions	Allow a user to delete reagent storage conditions
Reagents:Delete Types	Allow a user to delete reagent types
Reagents:Destroy Stock	Allow a user to destroy reagent stock records
Reagents:Edit Categories	Allow a user to edit reagent categories
Reagents:Edit Checked-out Stock	Allow a user to edit checked-out reagent stock records
Reagents:Edit Measurement Units	Allow a user to edit measurement units used in the system
Reagents:Edit Reagents	Allow a user to edit reagent records
Reagents:Edit Stock	Allow a user to edit reagent stock records
Reagents:Edit Stock Lot Statuses	Allow a user to edit stock lot statuses
Reagents:Edit Storage Conditions	Allow a user to create/edit reagent storage conditions
Reagents:Edit Types	Allow a user to create/edit reagent types
Reagents:Enable/Disable	Allow a user to enable and disable reagent records
Reagents:Link To Records	Allow a user to create links to and from reagent records
Reagents:Move Stock	Allow a user to move reagent stock records between locations
Reagents:Print Reagents	Allow a user to print reagent records
Reagents:Remove Links	Allow a user to remove links attached to reagent records
Reagents:Search Reagents	Allow a user to perform a search for reagent records
Reagents:Search Stock	Allow a user to search reagent stock
Reagents:Transfer Stock	Allow a user to transfer reagent stock records to other Organisational Units
Reagents:View History	Allow a user to view the change history for reagent records
Reagents:View Print History	Allow a user to view the print history for reagent records
Reagents:View Reagents	Allow a user to view reagent records

The roles, ‘Global Editor (excluding admin and personnel records)’ and ‘Global Editor (excluding admin)’ include all of the permissions.

The roles, ‘Global Viewer (excluding admin and personnel records)’, ‘Global Viewer (excluding admin)’ and ‘Reagent Viewer’ include the following permissions:

Reagents:Create Reports
Reagents:Search Reagents
Reagents:Search Stock
Reagents:View History
Reagents:View Print History
Reagents:View Reagents

The role, ‘Reagent Editor’ includes the following permissions:

Reagents:Change Organizational Unit
Reagents:Create Reagents
Reagents:Create Reports
Reagents:Delete Categories
Reagents:Delete Storage Conditions
Reagents:Delete Types
Reagents:Edit Reagents
Reagents:Edit Storage Conditions
Reagents:Edit Types
Reagents:Enable/Disable
Reagents:Link To Records
Reagents:Print Reagents
Reagents:Remove Links
Reagents:Search Reagents
Reagents:View History
Reagents:View Print History
Reagents:View Reagents

Permissions for Materials

The list of permissions for materials is the same as the one for reagents, only the name changes.

Permission	Description
Material:Change Organizational Unit	Allow a user to move material records to the selected organisational unit
Material:Check-in Stock	Allow a user to check in stock of a material
Material:Check-out Stock	Allow a user to check out stock of a material
Material:Create Material	Allow a user to create material records
Material:Create Reports	Allow a user to print a material report
Material:Delete Categories	Allow a user to delete material categories
Material:Delete Measurement Units	Allow a user to delete measurement units used in the system
Material:Delete Stock Lot Statuses	Allow a user to delete stock lot statuses
Material:Delete Storage Conditions	Allow a user to delete material storage conditions
Material:Delete Types	Allow a user to delete material types
Material:Destroy Stock	Allow a user to destroy material stock records
Material:Edit Categories	Allow a user to edit material categories
Material:Edit Checked-out Stock	Allow a user to edit checked-out material stock records
Material:Edit Material	Allow a user to edit material records
Material:Edit Measurement Units	Allow a user to edit measurement units used in the system
Material:Edit Stock	Allow a user to edit material stock records
Material:Edit Stock Lot Statuses	Allow a user to edit stock lot statuses
Material:Edit Storage Conditions	Allow a user to create/edit material storage conditions
Material:Edit Types	Allow a user to create/edit material types
Material:Enable/Disable	Allow a user to enable and disable material records
Material:Link To Records	Allow a user to create links to and from material records
Material:Move Stock	Allow a user to move material stock records between locations
Material:Print Material	Allow a user to print material records
Material:Remove Links	Allow a user to remove links attached to material records
Material:Search Material	Allow a user to perform a search for material records
Material:Search Stock	Allow a user to search material stock
Material:Transfer Stock	Allow a user to transfer material stock records to other Organisational Units
Material:View History	Allow a user to view the change history for material records
Material:View Material	Allow a user to view material records
Material:View Print History	Allow a user to view the print history for material records

The roles, ‘Global Editor (excluding admin and personnel records)’ and ‘Global Editor (excluding admin)’ include all of the permissions.

The roles, ‘Global Viewer (excluding admin and personnel records)’, and ‘Global Viewer (excluding admin)’ include the following permissions:

Material:Create Reports
Material:Search Material
Material:Search Stock
Material:View History
Material:View Material
Material:View Print History

The role ‘Material Viewer’ has the same permissions as above.

The role, ‘Material Editor’ includes the following permissions:

Material:Change Organizational Unit
Material:Create Material
Material:Create Reports
Material:Delete Storage Conditions
Material:Delete Types
Material:Edit Categories
Material:Edit Material
Material:Edit Storage Conditions
Material:Edit Types
Material:Enable/Disable
Material:Link To Records
Material:Print Material
Material:Remove Links
Material:Search Material
Material:View History
Material:View Material
Material:View Print History

Stock Editor Role

The permissions for the Stock Editor role complement those of the materials and reagents ’editor’ roles:

Reagents:Check-in Stock
Reagents:Check-out Stock
Reagents:Delete Measurement Units
Reagents:Delete Stock Lot Statuses
Reagents:Destroy Stock
Reagents:Edit Checked-out Stock
Reagents:Edit Measurement Units
Reagents:Edit Stock
Reagents:Edit Stock Lot Statuses
Reagents:Move Stock
Reagents:Search Stock
Reagents:Transfer Stock
Material:Check-in Stock
Material:Check-out Stock
Material:Delete Stock Lot Statuses
Material:Destroy Stock
Material:Edit Checked-out Stock
Material:Edit Stock
Material:Edit Stock Lot Statuses
Material:Move Stock
Material:Search Stock
Material:Transfer Stock

Reagents & Materials Stock Settings

There are no administration settings for reagents and materials but the batch/stock feature needs to be enabled by the iPassport support team for it to be available. If using iPassport to manage stock and the feature is not enabled (the tabs, ‘Search Material Stock’ and ‘Add Stock’ are not visible) please contact us (support@genialcompliance.com).

Next step:

The next article covers Creating Reagents and Materials Records

Previous step:

The previous article covers Introduction