Create New Role

An office door analogy can be used to help explain how AssetWise Inspections’ role security works. Each office door represents a deeper, more specific level of security within AssetWise Inspections.

Similar to an employee using his/her security badge to be granted/denied entry through an office door, the role security settings established in AssetWise Inspections determine which security points the user can get through and at what level of access. "Full Control" and "Read-Only" allows entry through the door while "Hidden" does not permit entry.

It is important to note that there is a security hierarchy: Asset > Report > Form > Field. The level of access granted through one door then determines the maximum access available through the rest of the doors in the hierarchy. However, access can still become more limited as the user proceeds through the other doors. The following grid displays how lesser access will always override higher access:

Levels of Access

Example: The Manage Roles page has a role's asset level security set to "Full Control." However, its report level security is set to "Read-Only." This means that the role's report level security, form level security, and field level security can at best only be "Read-Only." No amount of "Full Control" access granted at the form and field level in the Site Configuration suite can override the "Read-Only" access that has been set at the report level.

The administrator can create as many roles as desired, but it is recommended that four roles be created to represent the users of each module, as pictured above. To create a new role, select [Create New Role] to begin the setup:

Role Name and Description

The Role Name textbox is used to enter the name of the role that will be used throughout AssetWise Inspections. The name should be indicative of the type of users that will encompass the role.

The Description textbox is used to provide further details and explanation into the design and purpose of the role.

Module Access

Assigning a role’s module access is critical to controlling system security. Use the Module checkboxes to select which modules will be available to the users within the selected role.

Example: The default Inspector role is setup to only allow those users to access the Collector module. Inspectors typically do not need the tools within the Maintenance, Manager, and Administration modules, and therefore those modules are not checked.

Default Asset Permissions

Asset access can be determined through user groups or supplemental security, but the asset permissions are determined by a user’s role.

Asset Access Level

The Asset Access Level controls determine the role's access to assets, ability to create child assets, and ability to change security aspects.

For the Asset Access Level drop-down, Full Control enables users to update the values for assets, whereas Read-only simply permits the user to view the values.

Clicking the Use Detailed Security button allows the user to make the Asset Access Level controls selections for each asset type within the system:

To return to the simple, all-encompassing view, click the Use Simple Security button. Before returning, a warning message will appear:

Report Access Level

The Report Access Level controls determine the role's ability to create and access inspection reports.

For the Report Access Level drop-down, Full Control enables users to edit the values for reports, whereas Read-only simply permits the user to view the reports without editing values.

Clicking the Use Detailed Security button allows the user to make the Report Access Level controls selections for each inspection type within the system:

To return to the simple, all-encompassing view, click the Use Simple Security button. Before returning, a warning message will appear:

Maintenance Access Level

The Maintenance Access Level controls determine the role's ability to create and access maintenance items.

For the Maintenance Access Level drop-down, Full Control enables users to edit the values for maintenance items, whereas Read-only simply permits the user to view the maintenance items without editing values.

Clicking the Use Detailed Security button allows the user to make the Maintenance Access Level controls selections for each maintenance type within the system:

To return to the simple, all-encompassing view, click the Use Simple Security button. Before returning, a warning message will appear:

Manage Roles Page Controls

When the settings for the role are complete, click Save.

To copy the currently selected role’s settings to create a new role, click Copy Role. The copied role will appear in the Role Tree on the left side of the screen.

To delete the currently selected role, click Delete.

Default Project Permissions

Agencies that utilize the Projects feature of AssetWise Inspections will have additional project-related options on the Manage Roles page in the Administration module:

The three different levels of a project, work specification, and supplemental work specification each have security settings for roles:

Project Access Level

The Project Access Level drop-down determines the role's access to the overall project. Full Control allows the role to edit the project while Read Only allows the role only to view the project.

Checking the Can Create Work Specs checkbox allows the role to create work specifications for projects.

Work Specification-Level Role Security

The Work Spec Access Level drop-down determines the role's access to the project's work specifications. Full Control allows the role to edit the work specifications while Read Only allows the role only to view the work specifications.

Checking the Can Create Supplemental Work Specs checkbox allows the role to create supplemental work specifications for projects.

Supplemental Work Specification-Level Role Security

The Supplemental Work Spec Access Level drop-down determines the role's access to the project's supplemental work specifications. Full Control allows the role to edit the supplemental work specifications while Read Only allows the role only to view the supplemental work specifications.

Can Link Reports To Work Specs

Checking the Can Link Reports to Work Specs checkbox allows the role to link the report to a work specification when creating a new inspection report.