Permission Setup

This page shows a typical example setup of a business unit in safer.plus.

Overview

Each Organization may have varying Permissions setups, according to their needs, operations and Organization Structure.

As no two Organizations are the same, no two setups are the same, but some setups are similar and can be used as reference.

HSEQ Manager working alone

This is the simplest setup.

The HSEQ Manager or HSEQ Business Unit (BU) are the only users in the Organization and has full access to all records.

flowchart LR
    %% one department with read/write access to every module
    subgraph Department
        HSD[Health & Safety BU]
    end

    subgraph Modules
        MAN[Management System Forms]
        RA[Risk Assessments]
        HR[Human Resources]
        DOC[Document Control]
        EQP[Assets & Inspections]
    end

    HSD -- Read/Write --> MAN
    HSD -- Read/Write --> RA
    HSD -- Read/Write --> HR
    HSD -- Read/Write --> DOC
    HSD -- Read/Write --> EQP

The HSEQ BU is expected to manage all records from all of the organization.

HSEQ Coordinating with HR and other BUs

This setup is for an organization that has a dedicated HR department and a dedicated HSEQ department. The HR department can maintain the employee records and sensitive personal data while other departments can view only what is relevant to them.

flowchart TB
    %% Health & Safety BU
    subgraph HSD_Section["Health & Safety BU"]
        HSD[HSD]
        HSD_RA[Risk Assessments]
        HSD_AUD[Audits]
        HSD_DOC[Document Control]
        HSD_ACT[Corrective Actions]
        HSD_PEO[People]
        HSD_TRN[Training]
        HSD_EQP[Equipment]
        HSD_INS[Inspections]
    end

    HSD -->|Read/Write| HSD_RA
    HSD -->|Read/Write| HSD_AUD
    HSD -->|Read/Write| HSD_DOC
    HSD -->|Read/Write| HSD_ACT
    HSD -->|Read| HSD_PEO
    HSD -->|Read| HSD_TRN
    HSD -->|Read| HSD_EQP
    HSD -->|Read| HSD_INS

    %% Human Resources BU
    subgraph HRD_Section["Human Resources BU"]
        HRD[HRD]
        HRD_PEO[People]
        HRD_PES[Personal Data]
        HRD_TRN[Training]
        HRD_INC[Incidents]
    end

    HRD -->|Read/Write| HRD_PEO
    HRD -->|Read/Write| HRD_PES
    HRD -->|Read/Write| HRD_TRN
    HRD -->|Submit| HRD_INC

    %% Technical BU
    subgraph TEC_Section["Technical BU"]
        TEC[TEC]
        TEC_EQP[Equipment]
        TEC_INS[Inspections]
        TEC_PEO[People]
        TEC_INC[Incidents]
    end

    TEC -->|Read/Write| TEC_EQP
    TEC -->|Read/Write| TEC_INS
    TEC -->|Read| TEC_PEO
    TEC -->|Submit| TEC_INC

Complex Setup

While this setup might be more complex, it ensures correct ownership of records and aligns best with GDPR requirements when it comes to personal data.

Additionaly, this setup allows the HSEQ BU to coordinate with other departments and delegate responsibilities correctly.

Advanced Options

More advanced options can be configured to further refine the setup:

Submitted records are only visible to the user that submitted them
Form submission controls
Custom field access rules
Cross-department sharing

Support

For business unit configuration assistance, contact [email protected].