Tracker 4 Permissions

Permission

Admin

Manager

Auditee

Details

Active (login)

X

X

X

Allows the user to login to the Tracker system without this permission they would not be able to use Tracker at all.

Assignable

X

X

X

The user can be assigned responsibility for actions. Generally an auditee will be responsible for the implementation of an action, managers and administrator would generally re-assign the action.

Archives

X

Administrators have full privileges for all issues and accounts, however by removing this they are prevented from restoring, exporting or deleting items from the archive.

Set-up

X

By removing this permission an administrator would not be able to alter any of the system core settings.

Manager Accounts

X

Allows the manager to create accounts within their division and modify accounts they have created.

Upload Documents

X

X

Allows users to upload documents, for auditees this is to support a status update, for managers this is associated with an issue, recommendation or action.

Remove Documents

X

Allows managers to remove documents that have been attached to issues, recommendations or actions.

Create Issues

X

Gives managers permission to create new issues.

Edit Issue Details

X

Allows managers to alter the detail content of an issue, this does not include the issues status, an actions assignments, action by date or implementation status, it also will not allow then to add new recommendations or actions (all these must be defined separately).

Change Issue Status

X

Gives the manager permission to change the status of an issue, allowing them to mark it as implemented and close the issue.

Add Recommendations

X

Allows manager to add new recommendations to existing issues.

Add Actions

X

Allows managers to add new actions to existing recommendations.

Re-Assign Actions

X

Allows managers to reassign an action that they have been assigned, providing a very powerful means of hierarchical delegation.

Change Action By Date

X

Gives managers permission to alter the date an action is due by. It is further possible to change the number of times a manager with this permission can alter an action by date before the system prevents them from making any more via the issues options.

Remove Actions

X

Allows a manager to remove actions from a recommendation.

Remove Recommendations

X

Allows a manager to remove recommendations from an issue.

Respond

X

A key permission for most managerial roles, allows managers to respond to comments left by auditees.

Remove Action Comment

X

Allows managers to remove status update comments.

Mark Implemented

X

Gives the manager privileges to mark an action as completed (implemented) and enter the final comment. Once an action is implemented it is closed and users can make no further comments on it.

Archive Issues

X

Allows managers to archive out issues (only administrators with the required permissions can fully delete an issue from Tracker).

Report Historical

X

Gives managers the ability to create reports using historical data as well as current data.

Remove Custom Reports

X

Allows managers to remove custom reports they did not create.