Assigning Safety Reporting Access Levels

Assigning Safety Reporting Access Levels

Before users can attempt to manage and customise safety reports, they must be assigned the correct access levels. Follow the steps below to assign the access levels:

Step-by-step guide

  1. Select Operations > People > Personnel. The Personnel screen is displayed.

  2. Filter the Personnel screen according to your requirements.

    • Enter filter criteria in the text-box and click [Filter].

    • Select a value from the Base drop-down list to view personnel located at a particular base location.

    • Select a value from the Department drop-down list to view personnel located within a particular department.

    • Select the Show In-Active tick box to include personnel that are no longer active in the system. This includes personnel which have ceased employment with your organisation.

  3. Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.

  4. Select ‘Access Levels’ from the Personnel Profile pane.

     

  5. Click [Edit].

  6. Select all the applicable access levels in the ‘Safety Reporting’ group.

     

  7. Click [OK].

     

  8. Select Safety → Setup → Safety Options from the main menu. The Safety Reporting Setup screen is displayed.

  9. Select the tab corresponding with the required report type (Flight, Ground, Quality, etc.). The report types available may vary from the screen capture, according to the setup of report types for your organisation.



  10. Scroll to the Access Levels pane. Provide the user with View and/or Lodge access to the report type. By providing the user View access they will be able to view all reports submitted, regardless of whether they are the reporter.
    The lodge access will provide the user with the ability to submit this report type.

  11. Click [ Save ]



  12. Repeat steps 9-12 for the additional safety report types the user is required to submit or view.

 

 

Related articles

 

Safety Reporting Module Guide: