Statuses
These are the statuses of an event, from Created to Closed. A status marked Optional is not used on every record.
| Status | Who acts | What happens | Signature | Article |
|---|---|---|---|---|
| 1Created | Coordinators | The event is saved here. A Coordinator signs to send it on to Under Inquiry. | Yes | Create an event |
| 2Awaiting Preliminary Reviewer sign-offOptional | — | Not used on every event. | — | How an event moves from Created to Closed |
| 3Under Inquiry | Inquiry officers | Fill in and save the Inquiry Form, then sign to move the event to Under Evaluation, or send it back to Created. | Yes | Fill in the Inquiry Form of an event |
| 4Under Evaluation | Reviewers | Sign to move the event to Awaiting QA sign-off, or send it back to Created or Under Inquiry with a reason. | Yes | Sign an event as Reviewer or QA |
| 5Awaiting QA sign-off | QAS | Sign to close the event, or send it back to Created or Under Inquiry with a reason. | Yes | Sign an event as Reviewer or QA |
| 6Closed | — | The event is complete; its status button is greyed. | No | How an event moves from Created to Closed |
Roles
Two kinds of role decide what you can do with an event: your system role, and the roles you are named in on the event.
System roles — set for each user
- Administrator
- A system role. Creates events, updates their roles and marks them obsolete. Signs only when named in a role.
- Supervisor
- A system role. Creates events and updates their roles. Sees Event templates, Settings & Master and Audit Trail in the menu.
- Regular User
- A system role. Creates events and updates their roles. Downloads an event once it is Closed.
- Read Only User
- A system role. Opens the events; cannot create or sign.
Event roles — named on each event
- Coordinators
- Named on the event. Send it on from Created, and can change its details there.
- Inquiry officers
- Named on the event. Fill in the Inquiry Form and sign in Under Inquiry.
- Reviewers
- Named on the event. Sign in Under Evaluation.
- QAS
- Named on the event; the screen writes this role as QAS. Sign in Awaiting QA sign-off to close it.
Who can do what
These are the permissions the Events Permissions page shows (Quality Event Management › Settings & Master › Permissions). A status name in a cell means the action is allowed in that status only.
| Your system role | Named on the event | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Initiators | Preliminary reviewers | Coordinators | Inquiry officers | Reviewers | QAS |
| Create an event How to: Create an event An event template is needed. | Yes | Yes | Yes | No | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action | Not a role on the event for this action |
| Change the event's details | Created, Awaiting Preliminary Reviewer sign-off | No | No | No | Created, Awaiting Preliminary Reviewer sign-off | Created, Awaiting Preliminary Reviewer sign-off | Created, Awaiting Preliminary Reviewer sign-off | No | No | No |
| Sign to send on from Created Read: How an event moves from Created to Closed | No | No | No | No | No | No | Created | No | No | No |
| Sign the preliminary review Read: How an event moves from Created to Closed | No | No | No | No | No | Awaiting Preliminary Reviewer sign-off | No | No | No | No |
| Fill in and save the Inquiry Form How to: Fill in the Inquiry Form of an event | No | No | No | No | No | No | No | Under Inquiry | No | No |
| Sign to move the event on How to: Sign an event as Reviewer or QA Inquiry officers sign once the Inquiry Form is saved. | No | No | No | No | No | No | No | Under Inquiry | Under Evaluation | Awaiting QA sign-off |
| Send back with a reason Read: How an event moves from Created to Closed Inquiry officers send back to Created; Reviewers and QAS to Created or Under Inquiry. | No | No | No | No | No | No | No | Under Inquiry | Under Evaluation | Awaiting QA sign-off |
| Update Roles | Created, Awaiting Preliminary Reviewer sign-off, Under Inquiry | Created, Awaiting Preliminary Reviewer sign-off, Under Inquiry | Created, Awaiting Preliminary Reviewer sign-off, Under Inquiry | No | No | No | No | No | No | No |
| Mark obsolete | Yes | No | No | No | No | No | No | No | No | Yes |
| Download the event The event itself, not its report, as the Permissions page shows it. | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Closed | Closed | Yes | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed | Awaiting Preliminary Reviewer sign-off, Under Inquiry, Under Evaluation, Awaiting QA sign-off, Closed |
| Download report | Yes | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes |
| Delete | Created, Under Inquiry | Created, Under Inquiry | No | No | No | No | Created, Under Inquiry | No | No | No |
The Permissions page itself shows one column per status and, in each cell, a tick for every role that may take the action ("The roles highlighted in the matrix are the ones assigned to you."). It reads "Note:- Administrator, Supervisor, Regular User are eligible to create events." It has Filters and Export, and no way to change a cell. It also lists actions this page leaves out: Post Remarks, Add Files, Delete Files, Download Files, Restore, Reset from obsolete and Reopen.
If something is different
- You are an Administrator but have no button to sign. Signing is done by the people named on the event. An Administrator signs only when named in a role.