Roles and Privileges in Quality Management

Roles and privileges define tasks that you can perform in a work area. By assigning roles to users, you can control the tasks they can perform and work areas they can access.

You can either add users to roles or assign multiple roles to a user. You can assign privileges ONLY to roles and not to the user directly.

With the role of a quality engineer, you can create, manage, and review inspection characteristics, levels, plans, and quality inspections. Other roles like the production operator, warehouse operator, and receiving agent enable you to do different types of inspections.

With the role of a quality analyst, you can create, manage, and review quality actions and issues and also navigate to the items and change orders in Product Development (with the required privileges). The role of an Application Implementation Consultant has access to perform all functional setup activities in Quality Management.

Note: Assigning predefined roles and privileges as is to users may impact subscription usage, so it’s recommended that you create your own roles with the privileges your users need to perform their tasks. See the related links for more details.

The following table lists the privileges for Quality Management functions. Use this as a reference to identify which privileges you must assign to your configured roles.

Functions	Privileges
Create and review inspection characteristics Create and manage inspection levels Create and manage inspection plans Create and manage inspections Create quality issues Review quality issues Manage quality issues	Manage inspection characteristics Manage inspection levels Manage inspection plans Record and edit inspection results Create quality issues Review quality issues Manage quality issues
Do inline work in process inspections Do improvised resource inspections	Record and edit inline work in process inspection results Record and edit unplanned resource inspection results
Do inline receiving inspections.	Record and edit inline receiving inspection results.
Do inline receiving inspections.	Record and edit inline receiving inspection results.
Create and review quality issues and actions Create and manage quality issues and actions. View Item on Affected Object Search.	Create quality issues and actions Review quality issues and actions Manage quality issues and actions. View Item Change Order.
View Create Change Order Action Menu View Item on Affected Object Search View Item details Name, Description, and other details for Items added on Affected Object.	Manage Item Change Order View Item Change Order Item Inquiry Manage item Review Receiving Receipt Summary.

Note: Ensure that you add data security grants and the respective item and change order privileges, to the role, to see the items and change order objects.

For example, to give View Only access to users, you can create a new SCM job role, and either add the 'Quality Inspection Review' shipped duty role or separately add the 'View Inspection Results', the 'View Inspection Plans', the 'View Characteristics', and the 'View Inspection Levels' privileges to it. When you assign this new job role to users, they can only view inspection levels, inspection characteristics, inspection plans, and inspections, but not edit them.

You can't edit actions or issues with ONLY the Review privilege. The issue and action screen displays in the read-only mode. You can still:

• View general attributes

• Add a comment

• View and download attachments

• View details and click links of affected objects and related objects

• Launch Graphical Navigator

• View the workflow infotile

• Mark as favorite

• Approve (if requested as Approver)

• Search

• See actions in the Infolets in the work area Overview page.