Inherited Record Permission Field - Edit Rights for assessment
Here is my scenario and issue:
I have an ODA I created that has a few record permission fields. I also created a new questionnaire/assessment that will be tied to these ODA records to document a review process. I customized the questionnaire to only include fields I need and some additional fields and built in an inherited record permission field to that brings in a primary owner from the application record, who is responsible for completing the review.
The access role they are assigned allows R rights to the master records or application records. However, that role has RU rights to assessment records in which they are assigned. When I login as my test user I do have read only access to application records that I'm assigned. When I go into a review assessment it is tied to it does bring down the name but I can't edit any review assessments assigned to that user.
Thoughts as to what is preventing me from editing? The edit button doesn't even display in the assessment.
- Community Thread
- Forum Thread
- RSA Archer
- RSA Archer Suite
Sounds like you need to upgrade you access role permissions to allow increased access on the Questionnaire. Record Permissions will then come into play, after you get through the first gate, so to speak.
Being the record permission field in the ODA grants read access that same permission is applied via the inherited record permission field in the assessment; resulting in read access to the assessment as well.
The role will not override that setting.
You would have to grant read/update access in the ODA and setup a DDE that would set the record as read-only. Then the user would get read/update in the assessment.
I updated the owner role to allow RU to both the application (ODA) and the Assessment/Questionnare. There still is no edit button and the user can't edit any of the assessments. They can only see the ones they are assigned and can edit the ODA records they are assigned to now (I did setup a DDE so it is Read only, but the edit option is avaliable on the ODA). Any other suggestions?
I appreciate the assistance.
To add to this something interesting is happening within the record permission fields in the ODA application. I have 6 total. Not sure what is happening. On some records the user can edit, on others records they can't edit at all. For the records they can edit, they have the ability to edit the assessment as well. For the records they can't edit its read only for the assessment. I've tried removing them, saving the record, adding them back on and saving it again but it still stays in read only. Very interesting and I'm starting to think its not related to Roles at all.
You have to give Edit access at the Record level ,I mean Read And Update access to the Manual record permission field in the ODA and it will give the Update access to the Assessment record.