Who is this article for?

Ideagen EHS users creating an audit program.

Audit creation access is required.

Changing the security of the Audit Program to Program Security will allow you to specify a number of people in a variety of roles.

Each role will receive access relevant to the role they have been assigned regardless of the permissions they have been assigned.

Example: If user, John Smith, has permissions to perform audits but his name is not selected in the audit program security pick list, then he will not be able to perform audit for that particular audit, despite having the Perform Audit permission.

This article outlines:

1. Audit Roles
2. How to Enable Program Security
3. How to Assign Users to Roles
4. Further Reading

Setting up an Audit Program for the first time? Visit How to Create an Audit Program for details.

1. Audit Roles

Audit roles can be configured in the Setup section and can be customized to your needs.

The table below outlines some of the common roles that you may want available in Program Security:

Remember! There is no right or wrong approach to the number of roles you assign. The right configuration is the one that works for your organization.

2. How to Enable Program Security

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Program Details.
6. Expand Advanced Details.
7. Set Enable Security to Program Security.

8. Click Save.

Note: The Program Security tab will appear on the left hand side once the details have been saved.

3. How to Assign Users to Roles

1. Click Modules, and then Audit Management.
2. Click Manage Audits.
3. Search for and open the audit you need to update.
4. Expand Audit Setup.
5. Click Program Security.
6. Use the picklist to assign users on each role.

7. Click Save.

4. Further Reading

• How to Create an Audit Program