User Management
| User Types | Can modify | This includes the ability to add, edit, or remove user types. |
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| Can view | This includes the ability to only view default and custom user types. |
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| Users | Can modify | This includes the ability to modify user information. |
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| All Users | Can view | This includes the ability to have visibility of all active, and deactivated, users in the account. |
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| Managed Users | Can view | No prerequisites | |
| Custom Fields | Can modify | This includes the ability to add, edit, or remove Custom Field information by accessing the Custom Fields page, and editing Custom Field information within a user profile. |
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| Can view | This includes the ability to only view Custom Fields. |
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| Groups | Can modify | This includes the ability to add, edit, or remove Custom Group information by accessing the Custom Groups page. |
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| Can view | This includes the ability to only view Custom Group information. |
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Account Management
| Account Settings | Can modify | This includes the ability to edit information on the Display Settings page, as well as view the Account Information page. |
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| Can view | This includes the ability to only view Account Information and Display Settings pages. |
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Incident Management
| All Incidents | Can modify | This includes the ability to access the Create New Report, Manage Reports, Incident Cases, and View CAPAs pages. |
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| Can view | This includes the ability to only view incident cases. |
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| Team Incidents | Can view | This includes the ability to only view incident cases within their teams |
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Learning Management
| Assignments | Can modify | This includes the ability to view, and modify, user assignments from the Edit Assignments and user profile pages. |
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| Attachments | Can modify | This includes the ability to view, and modify, attachments in the account. |
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| Can view | This includes the ability to only view attachments in the account. |
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| Automatic Assignments | Can modify | This includes the ability to view, and modify, automatic assignments from the Edit Assignments and Automatic Assignments pages. |
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| Can view | This includes the ability to only view automatic assignments. |
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| Toolbox Sessions | Can modify | This includes the ability to add, edit, or archive Toolbox Sessions. |
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| Can view | This includes the ability to only view Toolbox Sessions. |
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| Courses | Can modify | This includes the ability to upload custom content into the account and archive/activate courses. |
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| Can view | This includes the ability to view active and archived courses. | No prerequisites | |
| Reports | Can view | This includes the ability to only view information on the Reports page. |
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| Training | Can assign | This includes the ability to assign manual or automatic training to users in the account. |
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Job Hazard Analysis
| JHA | Can view | This includes the ability to only view information on the Job Hazard Analysis page. |
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| Can modify | This includes the ability to add, edit, or archive JHA’s in the account. |
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| Can approve | This includes the ability to approve JHA’s that have been submitted in the account by other users. |
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JHA Briefings
| JHA Briefings | Can view | No prerequisites | |
| Can modify | This includes the ability to create JHA Briefings. |
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Audits & Inspection
| Templates | Can view | This includes the ability to view templates |
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| Can modify | This includes the ability to create, edit (ones that you created), delete, archive, and clone templates. |
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| Can approve | This includes the ability approve or reject templates when submitted for approval. |
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| Forms | Can view | This includes the ability to view forms. |
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| Can modify | This includes the ability to create, edit (ones that you created), and delete forms. |
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| Can approve | This includes the ability to reject or approve forms that are submitted for approval. |
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OSHA Reporting
| OSHA Form 301 and 300 Log | Can view | This includes the ability to only view the information in the OSHA 300 Reporting pages. |
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| Can modify | This includes the ability to print OSHA 300 Log reports, create new OSHA 300A reports, and view and print OSHA Form 301 reports. |
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| OSHA 300A | Can view | This includes the ability to only view OSHA Form 301 and 300 Logs. |
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| Can modify | This includes the ability to view the OSHA 300A page, and view and modify the OSHA Form 301 and 300 Logs. |
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Corrective Actions (CAPAs)
| All CAPAs | Can view | No prerequisites | |
| Can modify | This includes the ability to create, edit, complete, and delete both Incident CAPAs and A&I CAPAs. |
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Settings
| Establishments | Can view | No prerequisites | |
| Can modify | This includes the ability to create and archive establishments in the account. |
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| Worksites | Can view | No prerequisites | |
| Can modify | This includes the ability to create and archive worksites in the account. |
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| Job Activities | Can view | No prerequisites | |
| Can modify | This includes the ability to create and archive job activities in the account. |
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| Hazards | Can view | No prerequisites | |
| Can modify | This includes the ability to export and archive hazards in the account. |
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| Controls | Can view | No prerequisites | |
| Can modify | This includes the ability to create and archive controls in the account. |
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Additional
| Global Claims | Enable Email Required | No prerequisites | |
| Admin Privileges | Enable Password Resets | This includes the ability to reset a password for a user, or multiple users, when needed. |
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