Contents

Overview

Roles represent a set of permissions that relate to a specific type of role that a user will have. These roles can then be assigned to users so that they have the correct permissions in the system to be able to perform these roles. 

Adding a Role

1. Select the Role node from the QESTLab tree and click New Role.
2. Enter a name for the role.
3. Click OK.

Selecting Role Permissions

The permissions for the role can be entered in the right hand pane. A list of permission groupings can be seen at the top of the role page. Selecting one of these groups will display the permissions for that group underneath.

General Rights

• Allow Data Capture: Allows the user to create data captures of work orders for troubleshooting purposes.
• Allow Data Restore: Allows the user to restore data captures from other QEST Platform systems for troubleshooting purposes
• Approve Invoices & Credit Notes: Allows the user to approve invoices and credit notes (separate to signing).
• Approve Price List: Allows the user to approve price lists (requires billing option Use Approved Price Lists to be set to Yes).
• Archived Test Report: Allows the user to view the archived copies of test reports created when the reports are signed.
• Calibrate Equipment: Allows the user to record the results of equipment calibrations.
• Create Credit Notes: Allows the user to create credit notes.
• Data Entry: Used for dedicated data entry staff. When entering test results from a printed worksheet the data entry right allows them to choose which technician performed a test. Other users are only allowed to record themselves as the tester.
• Design Reports/Charts: Allows the user to design new reports and charts as well as modify existing ones.
• Edit Data: A user requires this permission in order to edit data. If a person does not have this permission everything is read only.
• Edit Data Filters / Exception Filters: Allows the user to add customised data filters to the QESTLab tree, to allow advanced searching on samples, tests and other documents.
• Edit Document Groups / Work Templates: Allows the user to create and modify work templates.
• Edit Specifications: Allows the user to create and modify specifications (see Managing Specifications).
• Export: Allows billing information to be exported.
• Lab Supervisor: A lab supervisor is able to modify test results that have already been checked; to all other users, these tests and samples become read-only. They may also, depending on configuration:
  • be the only user able to view and edit billing data.
  • be the only user able to changed the Measured By / Crushed By fields on concrete specimens.
• Manage Assessment Type Tests: 
• Manage Audit Trail: Allows viewing of the audit trail.
• Manage Competencies: Allows the user to create and modify competencies.
• Manage Qualifications: Allows the user to create and modify qualifications.
• Manage Sample Methods: Allows the user to create and modify sample methods.
• Manage Stores: Allows the user to create and modify stores.
• Manage Work Templates: Allows the user to create and modify work templates.
• Mobile Device Access: Allows the user to access mobile QEST Platform applications such as QESTField.
• Person: Allows the user to create, view and modify people in the system.
• Plate Report Signatory: Allows the user to sign plate reports.
• Publish Invoices: Allows the user to publish invoices.
• Publish Management Reports: Allows the user to publish management reports.
• Publish Test Reports & Forms: Allows the user to publish test reports & forms.
• Report: Allows the user to create and modify management reports and charts.
• Report Views: Allows the user to create and modify the views user by management reports and charts.
• Role: Allows the user to create, view and modify roles in the system.
• Scheduler: Allows the user to access QESTField Scheduler.
• Signatory: Allows the user to sign reports. Note that signatory rights also need to be set on the individual tests being reported, but this right allows the functionality to be turned completely on or off for the role.
• System Administrator: This is for users who will be managing the QEST Platform system. The main features include:
  • The ability to delete people from QESTLab.
  • The ability to login to the QEST Admin Console.
  • The ability to login to the QEST AS1379 Production Assessment application (dependent on licensing).
  • The ability to manage the QESTLab logins of people in the system.
  • The ability to lock QESTLab, preventing access to all users.
• Update Billing: Allows the user to bulk update billing for documents based on a laboratory, client, project and date range filter.

Work Order / Samples

The list of licensed work orders and samples that users can be given access and delete permissions for.

Tests

The list of licensed tests that user can be given access and signatory permissions for. These can be ordered by name or method and grouped by test type to help with selection.

Specimens

The list of licensed concrete and masonry specimens that users can be given access permissions for.

Reports

The list of licensed reports that users can be given access permissions for. It is unnecessary to be a signatory of a report to sign a report, rather it is necessary to be a signatory of the tests that are reported on the report.

Sundry Documents

The list of licensed documents that do not fall under any other category that a user can be given access permission for (e.g. Invoice). 

Equipment

The list of licensed equipment that users can be given access permissions for. This will give the user read, edit, add and delete permission.

Equipment Documents

The list of licensed equipment that users can be given access permissions for (e.g. Equipment History Report).

Lists

The list of licensed lists that users can be given access permissions for. This will give the user read, edit, add and delete permission.

Reports & Charts

The list of Reports & Charts groupings that users can be given access permissions for. Users can be given access to all Reports & Charts or only specific groups.

Material Management

The list of licensed documents related to material management that users can be given access permissions for.

Laboratories

The list of laboratories that users can be given access permissions for. This can allow the configuring of permissions for a large number of people, if they require the same laboratory access. Otherwise it is encouraged to configure laboratory permissions via the QESTLab Laboratory Permissions of individual people on the People page.

Forms

The list of forms added to the system that users can be given access and signatory permissions for.

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