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Overview of Training Manager Permissions
Who is this article for?Users who want to know more about permission sets.
No elevated access or permissions are required.
Training Manager offers various levels of permissions to help you manage access to module areas, actions, and settings. This article provides a list of the available permission options.
1. Roles and Responsibilities
| Code | Title | Description |
Licence Required |
|---|---|---|---|
| TRGADM | Training Administrator | Users in this system group will be able to perform most admin functions described in this guide. They can also create new and past training records. Only Training Administrators can confirm Training records created for Users classified as External. | Yes |
| TRGMGR | Training Manager | Users in this system group will be able to create their own Training Records and view, filter and print a list of all Training Records and they also can add journal entries and attach documentation to any training records. If they are a Trainee, they will be able to modify and confirm their Training Records | Yes |
| TRGOWNER | Training Course Owner | Members of this system group with permission to access the Training Manager module will be permitted to own and manage Training Courses. | Yes |
| TRGUSR | Training User | Trainees can only see only their own training records. They also are required to confirm their own training records. If the system has been setup to allow creation of training records, they will be able to add and confirm their own Training records. If a Trainee is the Manager of a department, they will be able to view the Training Records of all the Trainees within that Department. | No |
2. Permissions Matrix
X - Has Permissions | ** - if Owner | * - Read Only | *** - Edit Journal and Documents Only | ^ - If Enabled in Module Admin
| Action | TRGADM | TRGMGR | TRGOWNER | TRGUSR |
|---|---|---|---|---|
| Access to EQMS Training Manager | X | X | X | |
| Access to Training Administration | X | * | ||
| Create Training Records | X | |||
| Confirm Training for External Users | X | |||
| Create Previous Bulk Training Records | X | |||
| Manage Training Records | X | *** | ||
| View Training Records | X | X | ||
| Confirm own Training Records | X | X | X | |
| Raise own Training Records | X | X | X | |
| Create New Training Courses | X | X | ^ | |
| Own Training Courses | X | |||
| Manage Training Courses | X | ** | ||
| Access Training Manager Reports | X |