Difference between revisions of "Description of user levels"

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(Permissions for individual tasks)
(General overview of permissions for individual tasks)
 
(18 intermediate revisions by one other user not shown)
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The InfoEx system has four types of users with increasing permission levels:
 
The InfoEx system has four types of users with increasing permission levels:
 
* '''User''': Can enter observations and view InfoEx reports
 
* '''User''': Can enter observations and view InfoEx reports
* '''Observation moderator''': Can submit observations to the InfoEx and execute workflows
+
* '''Submission moderator''': Can submit observations to the InfoEx and execute workflows
 
* '''Operation administrator''': Can modify location catalog, define InfoEx report templates and workflows, add and remove users from operation
 
* '''Operation administrator''': Can modify location catalog, define InfoEx report templates and workflows, add and remove users from operation
 
* '''Super user''' (CAA only): Can administer the InfoEx and create new operations
 
* '''Super user''' (CAA only): Can administer the InfoEx and create new operations
  
The purpose of this document is to provide a detailed listing of what actions the different user levels allowed to do.
+
The purpose of this document is to provide a general overview of the actions that the different user levels allowed to do.
  
==Permissions for individual tasks==
+
==General overview of permissions for individual tasks==
  
{|class="TblGeneral"
+
{|class="TblGeneral" style="max-width:800px;"
 
|-
 
|-
!style="text-align:left;width:400px;"|Task
+
!style="font-style:normal;vertical-align:bottom;"|'''Personal administration'''
!style="text-align:center;width:80px;"|User
+
!style="text-align:center;vertical-align:bottom;width:80px;"|User
!style="text-align:center;width:80px;"|Observation<br/>moderator
+
!style="text-align:center;width:80px;"|Submission<br/>moderator
 
!style="text-align:center;width:80px;"|Operation<br/>administrator
 
!style="text-align:center;width:80px;"|Operation<br/>administrator
 
!style="text-align:center;width:80px;"|Super<br/>user
 
!style="text-align:center;width:80px;"|Super<br/>user
 
|-
 
|-
|colspan=5|'''Viewing and managing of locations'''
+
|<ul><li>[[Signing up for a personal InfoEx account]]</li></ul>
|
+
|{{CellYes}}
|
+
|{{CellYes}}
|
+
|{{CellYes}}
|
+
|{{CellYes}}
 
|-
 
|-
|Exploring location catalog
+
|<ul><li>[[Resetting or changing the password for your personal InfoEx account]]</li></ul>
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
Line 29: Line 29:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|[[Adding locations to the location catalog]]
+
|<ul><li>[[Signing up for the daily InfoEx report emails]]</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Installing the InfoEx application]]</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
!style="font-style:normal;vertical-align:bottom;height:50px;"|'''Operation management'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 +
|-
 +
|<ul><li>[[Documentation_overview#User_administration|Adding, changing and removing users]]</li></ul>
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
Line 35: Line 53:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|[[Editing locations in the location catalog]]
+
|<ul><li>[[Specifying the operational setting for entering and submitting observations]]</li></ul>
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
Line 41: Line 59:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|[[Deleting locations from the location catalog]]
+
!style="font-style:normal;vertical-align:bottom;height:50px;"|'''Viewing and managing of locations'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 +
|-
 +
|<ul><li>Exploring location catalog</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Adding locations to the location catalog]]</li></ul>
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
Line 47: Line 77:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|colspan=5 style="height:20px;"|'''Entering and submitting observations'''
+
|<ul><li>[[Editing locations in the location catalog]]</li></ul>
|
+
|{{CellNo}}
|
+
|{{CellNo}}
|
+
|{{CellYes}}
|
+
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Deleting locations from the location catalog]]</li></ul>
 +
|{{CellNo}}
 +
|{{CellNo}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
!style="font-style:normal;vertical-align:bottom; height:50px;"|'''Entering and submitting observations'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 +
|-
 +
|<ul><li>[[Specifying the operational setting for entering and submitting observations]]</li></ul>
 +
|{{CellNo}}
 +
|{{CellNo}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Customizing observation entry forms]]</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>Entering observations ([[Entering and submitting observations (single computer)|single computer]] or [[Entering and submitting observations (multiple computers)|multiple computer]])</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>Submitting observations to InfoEx ([[Entering and submitting observations (single computer)|single computer]] or [[Entering and submitting observations (multiple computers)|multiple computer]])</li></ul>
 +
|{{CellNo}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
!style="font-style:normal;vertical-align:bottom; height:50px;"|'''Workflows'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 
|-
 
|-
|Setting up a single or multi-computer environment for observation submission
+
|<ul><li>[[Documentation_overview#Workflow_administration|Creating and managing workflow templates]]</li></ul>
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellNo}}
Line 59: Line 131:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|Customizing entry forms on personal computer
+
|<ul><li>[[Executing a workflow instance|Starting a workflow instance, entering observations and assessment and submitting it to the InfoEx]]</li></ul>
 +
|{{CellNo}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Viewing previously completed workflows]]</li></ul>
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
Line 65: Line 143:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|Entering observations
+
!style="font-style:normal;vertical-align:bottom; height:50px;"|'''Persistent weak layers'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 +
|-
 +
|<ul><li>[[Documentation_overview#Operation_PWLs|Managing Operation PWLs]]</li></ul>
 +
|{{CellNo}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>Using Operation PWL in observations and assessments</li></ul>
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
Line 71: Line 161:
 
|{{CellYes}}
 
|{{CellYes}}
 
|-
 
|-
|Submitting observations to InfoEx
+
|<ul><li>[[Documentation_overview#Community_PWLs|Managing Community PWLs]]</li></ul>
 
|{{CellNo}}
 
|{{CellNo}}
 
|{{CellYes}}
 
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
!style="font-style:normal;vertical-align:bottom; height:50px;"|'''InfoEx reports'''
 +
!style="text-align:center;vertical-align:bottom;"|User
 +
!style="text-align:center;vertical-align:bottom;"|Submission<br/>moderator
 +
!style="text-align:center;vertical-align:bottom;"|Operation<br/>administrator
 +
!style="text-align:center;vertical-align:bottom;"|Super<br/>user
 +
|-
 +
|<ul><li>[[Viewing a specific InfoEx report template|Viewing InfoEx reports]]</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Documentation_overview#Customizing_reports|Customizing reports and saving them for future use]]</li></ul>
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|{{CellYes}}
 +
|-
 +
|<ul><li>[[Documentation_overview#Managing_report_templates|Manage InfoEx report templates]]</li></ul>
 +
|{{CellNo}}
 +
|{{CellNo}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|{{CellYes}}
 
|}
 
|}
 +
 +
==Complete lists of permissions for individual tasks==
 +
 +
For the complete list of task that the different user levels can do, click on the following links:
 +
* [[:Category:User|User]]
 +
* [[:Category:Submission Moderator|Submission moderator]]
 +
* [[:Category:Operation Administrator|Operation administrator]]
 +
* [[:Category:Super User|Super user (CAA only)]]
 +
 +
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]][[Category:Administration]][[Category:Locations]][[Category:Observations]][[Category:Workflows]]

Latest revision as of 10:58, 20 November 2015

The InfoEx system has four types of users with increasing permission levels:

  • User: Can enter observations and view InfoEx reports
  • Submission moderator: Can submit observations to the InfoEx and execute workflows
  • Operation administrator: Can modify location catalog, define InfoEx report templates and workflows, add and remove users from operation
  • Super user (CAA only): Can administer the InfoEx and create new operations

The purpose of this document is to provide a general overview of the actions that the different user levels allowed to do.

General overview of permissions for individual tasks

Personal administration User Submission
moderator
Operation
administrator
Super
user
Operation management User Submission
moderator
Operation
administrator
Super
user
× ×
× ×
Viewing and managing of locations User Submission
moderator
Operation
administrator
Super
user
  • Exploring location catalog
× ×
× ×
× ×
Entering and submitting observations User Submission
moderator
Operation
administrator
Super
user
× ×
×
Workflows User Submission
moderator
Operation
administrator
Super
user
× ×
×
Persistent weak layers User Submission
moderator
Operation
administrator
Super
user
×
  • Using Operation PWL in observations and assessments
×
InfoEx reports User Submission
moderator
Operation
administrator
Super
user
× ×

Complete lists of permissions for individual tasks

For the complete list of task that the different user levels can do, click on the following links: