Information Report Permissions
Information report permissions control access to information reports. When your agency sets up more types of information reports, these generate their own specific, dynamic permissions.
Assign dynamic permissions to roles using the Roles screen of the Entity Types maintenance screen for that entity.
The following image shows the permissions that are listed under the Information reports item on the Role Maintenance screen.
The following Information report permissions are available:
Information Report Permission | What You Can Do If You Have This Permission |
Can change attribute history date/time |
Change the date and time that's recorded on information report attributes that have been defined as Behaviour- historical. Determines whether the Maintain Attribute History menu item is available on the Attributes popup menu. We recommend you restrict access to this permission. This is because these changes could affect attributes used in case management queries and reporting – For example, status and workflow type attributes. |
Can add security access |
Add users and teams to the security access list of an information report. |
Can remove user access |
Remove users from the security access list of an information report. |
Can remove team access |
Remove teams from the security access list of an information report. |
Can change user preferences (when agency enabled): Creator automatically added to new information report |
Select or deselect the Creator added to new Case checkbox on the User Preferences screen, and to change user preferences. If set the user preference Creator automatically added to information report value will be used otherwise the agency default will be used. An option on the System Settings screen enables or disables the Creator added to new Case checkbox on the User Preferences screen for all users in the agency. |
Create information report from Word/PDF documents |
Create information reports from Word documents. Allocate this permission carefully. Creating information reports from Word documents: Does not include the update of attribute fields or populate the narrative description. It creates only a report with the title of the uploaded file and the path from which the file was created, in the description area. If the user doesn't check the Document direct checkbox, no narrative is uploaded. Assumes the When Reported and When Happened dates are that of the date of the upload. |