Training Courses and Training Schedules - Part 2 - Permissions

Modified on Tue, 13 Feb, 2024 at 10:25 AM

Permissions

The permissions relating to training courses and events are listed below:

Permission	Description
Courses:Create Courses	Allow a user to create training courses
Courses:Delete Objective Types	Allow a user to delete training objective types
Courses:Edit Courses	Allow a user to edit training courses
Courses:Edit Objective Types	Allow a user to edit training objective types
Courses:Enable/Disable	Allow a user to enable and disable training courses
Courses:Link To Records	Allow a user to create links to and from training courses
Courses:Print Courses	Allow a user to print training courses
Courses:Remove Links	Allow a user to remove links attached to training courses
Courses:Search Courses	Allow a user to perform a search for training courses
Courses:View Courses	Allow a user to view training courses
Courses:View History	Allow a user to view the change history for training courses
Courses:View Print History	Allow a user to view the print history for training courses
Desktop:Show Training Courses Menu Item	Show the Personnel Management > Training Courses menu item

Desktop:Show Training Schedule Menu Item	Show the Personnel Management > Training Schedule menu item
Training Events:Cancel Training Events	Allow a user to cancel training events
Training Events:Complete Training Events	Allow a user to complete training events
Training Events:Create Training Events	Allow a user to schedule training events
Training Events:Edit Training Events	Allow a user to edit training events
Training Events:Link To Records	Allow a user to create links to and from training events
Training Events:Print Training Events	Allow a user to print training events
Training Events:Remove Links	Allow a user to remove links attached to training events
Training Events:Search Training Events	Allow a user to perform a search for training events
Training Events:View History	Allow a user to view the change history for training events
Training Events:View Print History	Allow a user to view the print history for training events
Training Events:View Training Events	Allow a user to view training events

There are two tiers of system roles in which these permissions are included - editor level and viewer level roles.

The editor roles, Global Editor (excluding admin), Personnel Management Editor and Training Editor include:

Courses:View Courses
Courses:Create Courses
Courses:Search Courses
Courses:Edit Courses
Courses:Enable/Disable
Courses:Link To Records
Courses:Print Courses
Courses:View Print History
Courses:Remove Links
Courses:View History
Courses:Edit Objective Types
Courses:Delete Objective Types
Training Events:Complete Training Events
Training Events:Create Training Events
Training Events:Edit Training Events
Training Events:Link To Records
Training Events:Print Training Events
Training Events:Remove Links
Training Events:Search Training Events
Training Events:View History
Training Events:View Print History
Training Events:View Training Events

The viewer roles, Global Viewer (excluding admin), Personnel Management Viewer and Training Viewer include:

Courses:Search Courses
Courses:View Courses
Courses:View History
Courses:View Print History
Training Events:Search Training Events
Training Events:View History
Training Events:View Print History
Training Events:View Training Events

Note

Training Courses and Training Events are not tied or restricted to a given OU like most other iPassport records are. If the permissions above are granted in one OU, they will apply across the whole facility.

Tip

Permissions are granted by adding roles (which include the permissions) to user groups and organisational units.

Here is one method of granting viewer permissions to an existing user group (through the role, “Training Viewer”) so its members can access training courses and events:

Navigate to Administration > User Groups > Search User Groups
Click in the Search field and start typing the name of the user group
Click the row of the user group when it appears in the results list below
This should open the user group to its General tab
Click the Organisational Units tab
This will open the page where the user group's relationship with any OUs is managed.
If more than one OU is listed, any of them will do for this example.
Click the manage (wrench/spanner) icon to open the 'Edit Roles' pop-up window
Start typing, "Training Viewer" in the Filter field or scroll down to locate the role, then tick its checkbox
Click Save
The role, "Training Viewer" should appear listed in the Role(s) column of the OU selected.

Next step:

The next article covers Creating Courses

Previous step:

The previous article covers Introduction