Groups

Understanding Groups

Groups in myosh Viking are used to assign access and privileges within the modules. Managing groups is done via the GROUPS tab in your Administration panel.

To begin with, a user is assigned at least one of groups User, Power User, or Admin, which defines their baseline access level. As applicable, they may be granted additional group access. Group access is additive, meaning a user will have access to a function or form if any of the groups they belong to has access.

The additional group access assigned could be a group that has privileges attached e.g. Supervisor or a group that is used to send notifications of system updates e.g. Service Notification Recipients.

Note that the information contained within the Administration guide is for a generic build of the myosh environment and doesn't reference any configuration changes made.

Administration Access

When setting up or modifying a group, you will see the ability to edit the administration access options for the group. Below is the default access settings for the core groups.

Permission Category	Permission	Admin	Power User	Users
Read	Basic Form/Workflow Definition – All Modules	✓
	Record Notifications	✓
	Hierarchies	✓
	Users	✓
	Scheduled Record Creation	✓
	Occupations	✓
	Training Management (if Training Records module available)	✓
Create	Basic Form/Workflow Definition – Inspections	✓
	Hierarchies	✓
	Users	✓	✓
	Scheduled Record Creation	✓
	Occupations	✓
	Training Management (if Training Records module available)	✓
Modify	Basic Form/Workflow Definition – All Modules	✓
	Record Notifications	✓
	Users	✓
	Scheduled Record Creation	✓
	Occupations	✓
	Training Management (if Training Records module available)	✓
Other	Administrate Layout Dashboard	✓
	Delete Fields – All modules	✓

Group Definitions

Supervisor

Add names of people who will Investigate Incidents. The Supervisor field is selected when logging an incident. The selected Supervisor is then notified of the logged incident and will open the Incident Report and decide whether an investigation is required based upon the category of the incident. Note that if Site Administration is used this is not applicable.

Authoriser

Add names of people who will sign off on Incident Investigations. The Authoriser field is selected by the person who is the Incident Supervisor once they have completed the investigation and are ready to sign off the Incident. Note that if Site Administration is used this is not applicable.

Injury Manager

Add names of people who will be required to view Injury Reports. The Injury Manager field is selected in the Injury Report. The selected Injury Manager is notified of the logged Injury and will be able to review the content of the Injury Report. Only Injury Managers and Admins can view the content of the Injury Report logged.

Confidential Monitor

Add names of people who will be required to monitor an Incident if it is classified as Confidential or Legal Privilege. Usually HR and other nominated select managers are listed in this group. The selected Confidential Monitor is notified of the logged Confidential incident. Only the Confidential Monitors have visibility of a Confidential incident.

Hazard Accountables

Add names of people who will be required to be responsible for a Hazard. The selected person in the Accountable field will receive a notification once the Hazard is submitted.

Contractor

Add names of people who will be required to work on the Contractor Management module. Contractors have access to update their contract record dependent upon the workflow status.

Designer

Add names of people who will be required to make changes to the module forms. Access to the Designer Group enables a user to be able to view, modify and delete fields across all forms in Form/Workflow Definition. In the Inspections module the ability to Clone the original template for other Inspection checklists. Members of the Designer group are also able to create, read and modify Record Notifications.

Register Monitors

Add names of people who will be required to work on any of the registers in your myosh environment. The group can be used to send out notifications.

Drug and Alcohol Monitors

Add names of people who will be required to work on the Drug and Alcohol Register. Only Admin and Drug and Alcohol Monitors have access to the records in the register. The group can be used to send out notifications as applicable.

Service Notification Recipients

This is a generic group and can be used to add names as appropriate. This group is often used to nominate recipients within the Registers module.

Human Resources

This is a generic group and can be used to add names of people who are in Human Resources. The Human Resources Group is used if you have the Employee Info module.

Adding Users to a Group

Group Membership is updated via the individual User record or via the group name e.g. Injury Manager in the GROUPS tab of Administration.