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Reports Roles and Permissions

Changes To All Current Reports To Restrict Access

HRA Cloud users will now only have permission to report on records that they have access to.  Most reports restrict the generated data in the report based upon the user’s assigned roles and access to records. 

An example is the “Record Export CSV” report.  Previously if users had access to this report, the data generated could include records for all branches (even if that specific user, for example, is restricted from accessing certain branches and therefore shouldn't see the data contained therein). 

Please find a list of the overall objectives below for this new upgrade to the reporting module permissions:

  • A user should only be able to report on records they have permission to see. This incorporates Blacklisting, restricted access to own record, Org Chart restrictions as well as Branch and Record type access;

  • A user should only be able to report on fields in a record they have permission to see;
  • A user should only be able to report on sections within a record they have permission to see (e.g. Notes).

 

There are some reports where the above goals do not apply:

 

Report Title Permissions Required Respects any Org Chart, Blacklist,Own Profile restrictions Record Type Restrictions Restricted by Branch Respects Custom Field Permissions
❌ or ✅
Record Audit View Notes per record type, Access Docs per record type N/A
Record Export CSV  
Record Count   TBC TBC TBC N/A
Missing IDs Report   N/A
Find Duplicates   N/A
Organisational Chart User needs access to all branches to see full org chart N/A
Position History   TBC TBC TBC
Checklists Completed   N/A
Checklists/Workflow Analysis   N/A
Checklist Tasks Report   N/A
Call Summary and Statistics   TBC N/A
Note Summary   TBC TBC TBC TBC
Note Details CSV Needs View Notes permission N/A
Needs View Sensitive Notes permission to view Sensitive Notes
Top Callers   TBC N/A
Document by Exception   N/A
Document Activity by Type   N/A
Document Activity by Template   N/A
Expiry Dates   N/A
Emergency Contacts   N/A
Consultations Report User needs to have access to the record type "consultationRecord" N/A
Incident Register (New WHS) User needs to have access to the record type "incidentRecord" N/A
Risk Register User needs to have access to the record type "riskRegister" N/A
Health and Safety Representative Register   TBC TBC TBC TBC
Hazard Register (New WHS)   N/A
Hazard Report    No Changes No Changes No Changes No Changes
Incident Report    No Changes No Changes No Changes No Changes
Task List Report   TBC N/A
Role List   N/A
Role Exception Analysis   N/A
Competency Exception Analysis   N/A
Record vs Competencies Matrix   N/A
Comprehensive Competencies   N/A
Competency Audit   N/A
Roles vs Competencies Matrix trainingAdmin N/A N/A N/A N/A
reporting
Time Target Qualifications CSV   N/A
List Branches updateUsers Permission N/A N/A TBC N/A
User/Branch Access Report updateUsers Permission N/A N/A TBC N/A
User/Record Access Report updateUsers Permission N/A N/A TBC N/A
Branch/User Access Report updateUsers Permission N/A N/A TBC N/A
User List Report updateUsers Permission N/A N/A TBC N/A
User Role Report updateUsers Permission N/A N/A TBC N/A
User Activity Log Report updateUsers Permission N/A N/A TBC N/A
Branch Activity Log Report updateUsers Permission N/A N/A TBC N/A
Self Service Approval   N/A
Self Service Messages   N/A
Self Service Users   N/A
Self Service Users Activity   N/A
Objectives Activity   N/A
Objectives Ratings   N/A
KRA Results   N/A
KRA Group Results   N/A
Grouping vs KRA Matrix Need "performanceReviewAdmin" permission N/A N/A N/A N/A
Performance Review Submission Dates by Record   N/A
Ratings Averages Trends   N/A
Rating Variance Report   N/A
Record vs KRA Matrix   N/A
Record vs Grouping Matrix   N/A
Pending Change Requests Report Need "payrollStaging" permission N/A N/A N/A N/A

 

  

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