ACT Permissions

About ACT Permissions

Permissions enable select users additional access (e.g. administration, settings, or reporting) to the ACT module in Frontline.  

The majority of users will not need to be granted ACT module permissions to complete their portion of the workflow. User accounts without additional permissions can complete the following from their Frontline desktop under the appropriate tabs:

  • Create events through predefined event shortcuts
  • Complete any assigned event or action item task
  • Sign-off on event notifications

Permissions for the ACT module are classified into two categories, Module Permissions and Organization (Company, Division and Account) Permissions. The ACT module permissions alone will not provide users with any additional access than a user account without permissions. The ACT module and organizational permissions must be used in conjunction to provide users with the appropriate level of access. Upon granting ACT User or ACT Power User permissions, the system automatically grants ACT Admin and ACT Report permissions for the user’s default division.

Note: All permission are maintain through the LMS module and a user must have LMS Admin permission at the company or division level  to grant, update, or delete / inactivate a user's permissions.

The ACT Module Permissions include:

  • ACT User – This is the lowest level of ACT module permissions and should be reserved for users needing limited access to events/action items In Process, Completed, and Voided folders per organizational unit (as low as account level). This permits access to equipment and routes in ACT > Settings menu when granted to the division or company level. It also gives users the ability to control various aspects of their own in process events/ action items as originators or team leaders.
  • ACT Power User – This is the highest level of ACT module permissions and should be reserved for advanced users responsible for the overall ACT administration in a division or company.  This permission grants all access given by ACT User permissions along with full access to elements in ACT > Settings. It also gives user to make updates or changes to any originators event / action items.
  • ACT Personal Agent – Does not grant access to the ACT module menu. An ACT Personal Agent is someone who can complete a desktop assigned event/ action item task on behalf of another person. This permission allows an ACT role player  to create a personal agent to complete all of their event/ action item desktop tasks in their absence.  ACT Personal Agent permission can be granted to anyone with a basic user account with or without the ACT User or ACT Power User permissions.

The Organization Level Permissions include:

  • ACT Admin – Granted at organization (company, division, or account) level for ACT Module access ACT > Events, ACT > Action Items, and ACT > Settings. This permission is automatically granted at division level when ACT User or ACT Power User permission is granted.
  • ACT Report – Granted at organization (company, division, or account)  level for ACT Module access to ACT > Reports. This permission is automatically granted at division level when ACT User or ACT Power User permission is granted.

Use ACT Permissions

Below are examples of how to use the ACT module and ACT organizational permissions together to grant users different levels of access.

ACT User

ACT Module Permission + Organization Permission

Grants access to...

ACT User

+

 ACT Admin access in a company, division, or account

Access the event and action items in the In Process, Completed and Voided folders.

Create new events and action items as originators.

As originators and team leaders, control various aspects of their own in process events and action items such as:

Start Collaboration, Start Approval, Start Implementation for events.

Edit or update events and action items.

Enter progress for and complete action item on behalf of an implementer for events and action items they are originators or team leaders.

Void and resubmit event for which they are originators or team leaders.

Access to the equipment and route settings in the ACT > Settings menu (Company and Division level ONLY)

ACT User

+

ACT Report access in a company or division

Access the ACT reports for organization level in the ACT > Reports menu.

 

ACT Power User

ACT Module Permission + Organization Permission

Grants access to...

ACT Power User

+

 ACT Admin access in a company or division

Access the events and action items in the In Process, Completed, and Voided folders.

Create new events and action items as originators.

Control various aspects of any originator's events or action items.

Access to configure all elements in ACT > Settings menu.

ACT Power User

+

ACT Report access in a company or division

Access the ACT reports for organization level in the ACT > Reports menu.

 

ACT Personal Agent

ACT Module Permission + Organization Permission

Grants access to...

ACT Personal Agent

Does not need to be combined with any other ACT module or ACT organization permission to enable functionality.

Create personal agent to complete any event or action item tasks during absence.

Manage ACT Permissions

The instructions below provide detailed steps on how to grant and delete / inactivate ACT permission for a user. Remember, all permissions are maintained through the LMS module and only user's must have LMS Admin permission at the company or division level  to grant or delete / inactivate another user's permissions.

How to Grant User's ACT Permission to Their Default Division Level

Follow the steps provided below to grant a user's an ACT permission. Remember, all permission are automatically granted to the user's default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the ACT permissions

Result: User's Details form will populate on the Details tab.

3

Select the Permissions tab to add an ACT permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

Note: By default all users are granted LEARNER, ViewCompanyLibraries and ViewPublicLibraries.

4

Select New on the toolbar.

Result: The Permission Details form will change to a list of available permissions to be granted to the user.

5

Select the checkbox next to the permission that is be to granted to the user.

6

Select Save to add the permissions to the user's permission list.

Result: The selected permissions will appear in the permission list on the right side of the screen with status of active.

Note: All permission are automatically granted to the users default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

 

How to Grant User's ACT Permission to Any Organization Level

Follow the steps provided below to grant a user's an ACT permission at the different levels within the organization hierarchy.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the ACT permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the Permissions tab to add an ACT permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

Note: By default all users are granted LEARNER, ViewCompanyLibraries and ViewPublicLibraries.

4

Select New on the toolbar.

Result: The Permission Details form will change to a list of available permissions to be granted to the user.

5

Select the checkbox next to the permission that is be to granted to the user.

6

Select Save to add the permissions to the user's permission list.

Result: The selected permissions will appear in the permission list on the right side of the screen with status of active.

Note: All permission are automatically granted to the users default division. To grant permissions at different organization levels, navigate to the Company, Division, or Account tabs.

7

Navigate to the organization level tab that the ACT permission needs to be granted at (Company, Division, or Account tabs) for the selected person.

Result: The existing accounts, divisions, or companies for the selected user person are shown.

Note: If there is more than one of these items, there will be only one set as the default under the default column.

8

From the list of accounts, divisions, or companies displayed, select the name of the organizational level to grant access to for the selected user.

Result: The Person Company, Division, or Account form will display with the user's information for that particular organization level.

9

Select ACT Admin and/or ACT Report checkboxes.

10

Select Update on the toolbar to update the organization level with the changes made.

Result: The selected users ACT permissions for the organization level chosen will be updated with the modifications that were made.

 

How to Delete a User's ACT Permissions

Follow the steps provided below to delete a user's an ACT permission.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the ACT permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the Permissions tab to add an ACT permission.

Result: The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.

4

Select the permission to be deleted from the Permission list.

Result: The Permission Details form will display the selected permission.

5

Select Delete on the toolbar.

Result: A pop-up dialog box will appear asking for confirmation that the selected permission is to be deleted.

6

Select okay in the pop-up dialog confirmation box to delete the permission.

Result: Permission will be removed from the user's permission list.

 

How to Delete a User's ACT Permissions at Any Organization Level

Follow the steps provided below to delete a user's an ACT permission.

Step

Action

1

Navigate to People > People Information in the LMS module.

Note: If more than one organization level (company, division, account) appears in the menu, select the level the desired level to access the necessary user list.

Result: Users for organization level are displayed.

2

Find and select the user to grant the ACT permissions

Result: User's Details form will populate on the Details tab.

3

Navigate to the organization level tab that the ACT permission needs to be deleted from (Company, Division, or Account tabs) for the selected person.

Result: The existing accounts, divisions, or companies for the selected user person are shown.

Note: If there is more than one of these items, there will be only one set as the default under the default column.

4

From the list of accounts, divisions, or companies displayed, select the name of the organizational level to grant access to for the selected user.

Result: The Person Company, Division, or Account form will display with the user's information for that particular organization level.

5

Deselect ACT Admin and/or ACT Report checkboxes.

6

Select Update on the toolbar to delete the ACT permissions from organization level.

Result: The selected users ACT permissions for the organization level chosen will be deleted.

Note: Select List view to view the ACT permissions columns display No for the account, division or company ACT permission was deleted from.