Set up roles and groups
Note:
For users with Fusion connected sites, references to the 'Items' workspace should be the 'Components' workspace.
The Quality Management template includes the roles and permission levels as outlined in the following table. The third column indicates the recommended groups you should assign each role to. These groups are relevant for the management and review of quality management processes.
| Role | Description | Recommended Groups |
|---|---|---|
| Quality Inspection Plans [R/W] | Manage Quality Inspection Plans | Operations, Manufacturing, Procurement, Quality |
| Quality Inspection Plans [R] | Viewer role for QIPs | Operations, Manufacturing, Procurement, Quality |
| Quality Inspections [R/W] | Manage Quality Inspections | Operations, Manufacturing, Procurement, Quality |
| Quality Inspections [R] | Access Quality Inspections | Engineering, Executive |
| Corrective / Preventative Actions [R/W] | Manage the CAPA process | Quality, Procurement, Operations, Manufacturing, Engineering, Project Managers, Project Members |
| Corrective / Preventative Actions [R] | Viewer Role for CAPA | Executive |
| Non-Conformances [R/W] | Manage Non-Conformances | Procurement, Quality, Service, Sales & Marketing, Operations, Manufacturing |
| Non-Conformances [R] | Viewer Role for Non-Conformances | Product Management, Executive |
| Non-Conformances [REVIEW] | Review Non-conformances | Manufacturing, Quality |
Note: The Return Merchandise Authorization and Claims templates are included with the default tenant for Fusion Manage customers. However, they are not included in the Quality Manage template and must be installed separately from the Template Library.
| Role | Description | Recommended Groups |
|---|---|---|
| Claims [R/W] | Manage the claim process | Procurement, Quality and service |
| Claims [R] | Viewer role for claims | Executive |
| Return Merchandise Authorization [R/W] | Manage the RMA process | Product Management, Quality, Sales & Marketing |
| Return Merchandise Authorization [R] | Read only access to RMA workspace | Engineering, Executive, Legal, Operations |
See Manage Roles and Manage Groups for information on how to create and manage roles and groups.