Help · People and shops · Supervisors and above

Who can do what: roles

Technicians log their own training; supervisors and training managers approve it; quality and management see every shop; the developer role changes settings.

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Steps

  1. Technician, inspector, lead technician, support staff and new hire: see their own training, log completions and OJT for approval, read and sign documents, fill forms.
  2. Supervisor: the people of their shop, approvals, begin dates, N/A settings, documents.
  3. Training manager: the program, courses, sessions, approvals for everyone.
  4. Quality manager, accountable manager, director of maintenance: every shop, reports, corrective actions, management review.
  5. Administrator and developer: users, security, integrations, operations, branding. Give these to as few people as possible and require two-step for them. In the app: /admin/security

Also in People and shops

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.