OpenProcess - Groups
Groups are an effective way of being able to associate a set of permissions with a given user role.
For example, if one creates a super user Group one might give them lots of permissions and only users with this Group associated with their user will have access to all of the permissions.
If another user also needs to be a super user, it is just a case of assigning them to the super user Group rather than having to pick and choose the permissions they should have.
Likewise, an officer may simply have permission to work on tasks but that's it. So, you could create a Group of officers specific to case management and this could easily be assigned to many users.
As the permissions that can be assigned are fixed and Groups are required to be assigned to users it makes sense to create Groups first.
The following illustrates the Groups screen (with example Groups):
To add a Group, click 'Add a new group' and the following screen is presented:
You need to give the Group a name and description as well as at least one permission.
|
Permission |
What does it permit |
|
User administration |
Ability to create/modify users |
|
Organisation administration |
Ability to create/modify organisations |
|
Group administration |
Ability to create/modify groups |
|
Process definition administration |
Ability to create/modify processes |
|
Start a process |
Ability to manually start a process |
|
Work on a step |
Ability to complete assigned tasks |
|
Read attributes via stamp |
Not relevant for users |
|
Subject access |
Not relevant for users |
|
Step administrator |
Ability to oversee Tasks for any step in a process assigned to a Group with this permission |
|
Process read |
Not relevant for users |
|
Service area administration |
Ability to create/modify Service Areas |
|
Document type administration |
Ability to create/modify Document Types |
|
View document backlog
|
Ability to view the items imported automatically into the Document Backlog. The user would need the “Start a process” permission too if they were to need to start processes based upon an item imported automatically. |
|
Document template administration |
Ability to create and edit document templates for outgoing correspondence. |
|
Account extract administration |
Ability to create and edit Account Extracts used for indexing of documents and processes |
|
Search processes |
Ability to access the “Search Processes” function that allows one to see processes that are both in progress and completed. |
|
Continue processes |
For sites that have the integrated Revenues forms, allows users to click on “continue process” function. |
|
Administer document backlog |
Ability to set up different indexing queues for the Document Indexing function. |
|
Api administrator |
Ability to access the API setting in the Set Up Screen
|
As an example, the following might be typical Groups and the associated permissions in a Council:
|
Group |
Permissions |
|
Scanning and indexing team |
· View document backlog · Start a process |
|
Caseworkers |
· Work on a step |
|
Caseworker supervisors |
· Work on a step · Step administrator |
|
Systems administrators |
· User administration · Organisation administration · Group administration · Document type administration · Document template administration · Account extract administration |