Set Workflow Permissions

Workflow permissions determine which workflow stages in Policy Planner and Policy Optimizer users can have access to in each domain. You can set permissions to view-only or accept ownership to work tickets in Policy Planner, and to view-only or review in Policy Optimizer.

A Policy Planner and Policy Optimizer license is required. Also, the Read check box must be selected in the Modules tab for each module.

To set workflow permissions to grant access to tickets, complete the following steps.

  1. On the toolbar, click Access > User Groups.
  2. Select a Policy Planner or Policy Optimizer user group from the list.
  3. Expand the User Group Permissions section, and click the Workflows tab.
  4. Select the Read or Write check box for each permission option.

An exception to the Read / Write permission options are the following three workflow permissions. Selecting Read actually means you grant permission to use the function, and is not meant as view-only.

  • View Packetindicates that users are able to view packets for a specific workflow. This makes no distinction between what packets can or cannot view, it only dictates on the workflow level if you can view packets for that workflow.
  • View Secure is a placeholder permission that is not currently used for anything. It is intended to be for fields which contain sensitive data.
  • Create Packetindicates that users are able to create packets for a specific workflow.
  1. Click Save.

There are two other workflow permissions to consider on the Administration tab.

  • Workflows is used to grant permission to manage workflows and workflow packs.
  • Administer Workflows is used to grant permission to manage ticket access so that users can only see tickets that have been assigned to them.