Below are the security configurations on the Security Role Maintenance screen for a user to have access to the checklist screens at the system, company and assignment levels as well as checklist templates at the company and system level.
System Checklist Template Screens
To manage System Level Checklist templates, the following Screen Rights section needs to tick the View, Add, Edit and Delete
System Checklist Templates
Create System Checklist Template
Edit System Checklist Template
Company Checklist Template Screens
To manage Company Level Checklist templates, the following Screen Rights section needs to tick the View, Add, Edit and Delete
Company Checklist Template
Company Checklist Templates
Create Company Checklist Template
Assignment Level Checklist Screens
To manage Assignment Level Checklist, tick the following checkboxes:
Add Checklist - View, Add, Edit and Delete
Checklist - View, Add, Edit and Delete
Checklists - View
Company Level Checklist Screens
To manage Company Level Checklist, tick the following checkboxes:
Add Checklist - Company Level - View, Add, Edit and Delete
Checklist - Company Level - View, Add, Edit and Delete
Checklists - Company Level - View
Things to Note
Only screens related to the templates support Lock and Unlock functionality. Other remaining screens does not support Execute, Lock, or Unlock functionality, so granting those permissions will not do anything.
Untick the Delete checkbox to remove a user's Delete rights can vary on screens
Relocation Policy Checklists is responsible to adding checklist to services associated to a Policy