Action Plans - User Permissions
Important
Permissions
What granular permissions are available for the project's Action Plans tool?
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You must also have permissions to view the item in the respective tool. | ||
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Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create and Edit a Project Level Action Plan Template |
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Delete an Action Plan |
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Edit Item Notes |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit Action Plan Item Status |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Edit an Action Plan |
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To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. | |
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Configure Action Plans Notifications |
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Export an Action Plan |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
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Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan |
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