B-01-04 Overview of Users and Roles

Who: All Users
Why: How the User profile and assigned Roles within ConSol determine what you see and how you use ConSol.

Every ConSol User has a unique Username and Password which they use to log in to ConSol. ConSol keeps a record of the activities and who performed them (such as changes to Orders and Contracts). A “history” of activities can be displayed.

The ConSol System Administrator creates an account and profile for each ConSol User. The profile includes information about the User, the roles they can perform and their delegation limits (e.g. value of Order they can create before requiring manager approval).

B-0-3-4-1_Users-Roles-My_Details-LBL.png
  1. To see what roles and delegation limits you have, on the ConSol menu select Users > My Contact Details.
    The My Contact Details screen appears with the Details tab selected. The left side of the screen shows your basic User details. The right side lists the roles you are assigned (N2) within each Workgroup (N1).
    B-0-3-4-2_Users-Roles-My_RolesWorkgroups-LBL.png
    In the example shown above:
    The User belongs to two Workgroups (“FWG Group 1” and “FWG Group 2”).
    As part of those two Workgroups, the User has three roles (Approval Manager, Job Originator and Verification). The Word “Customer” indicates that these roles are assigned on the Customer side of ConSol.
    • B-0-3-4-0_Users-Roles-email_notify.png - indicates the role will receive automated email notifications.
    • B-0-3-4-0_Users-Roles-supervisor.png - indicates the User is a supervisor in this role.
    • B-0-3-4-0_Users-Roles-member.png- indicates the User is a member (not supervisor) in this role.
      Dollar amounts in brackets are the limits that the User can approve. If the amount exceeds that value, it is automatically sent to the designated Manager Workgroup for approval.

A role is effectively a job description. Each role has particular tasks that it can perform. A User may be assigned more than one role depending on the structure of the organisation and what workflows are required to satisfy the operational business rules. For example, in a very small Supplier organisation, all the roles may be fulfilled by only one person. Roles can be broadly categorised into Management roles and Operations roles.

(See the tables at the end of this topic for a list of roles and the tasks they can perform.)

The privileges and roles assigned to the User determine which parts of ConSol they can access. The example below shows the menu options available to two different ConSol Users. The first User has many more roles assigned to them than the second User.

    • N3 - The first User has an expanded list of menu options available to them.
    • N4 - Even though both Users in this example have the Reference menu, the first User has many more options when they drop down the menu because of their expanded role.
B-0-3-4-3_Users-Roles-Menu_Options-LBL.png

My Worklist - Summary is an area that shows the tasks you need to attend to. The list of tasks is limited by your privileges and roles. In the example shown below:

  • N5 - The User on the left has more roles and privileges and so their My Worklist - Summary displays many more categories of tasks to be performed.
B-0-3-4-5_Users-Roles-Worklist_Summary-LBL.png
Operations Roles
 
ROLE TASK
Job Originator Create Orders
Contract Administrator Categorise Orders
Itemise Orders
Transmit Orders
Approve Variations
Approve Extensions of Time
Raise Incidents
Scheduler Select Suppliers
Verification Accept Claims
Accounts Approve Invoices
Project Manager
Claim View Manager
Create and view Project Views/Claim Views
Create Templates
Approval Manager Approve High Value Orders
Approve High Value Invoices
Approve High Value Claims

 

Management Roles
ROLE TASKS
System Administrator Create Users
Maintain User Profiles
Manage Workgroups
Set Work Type Templates
Set Customer Configurations
HR Admin Create Users
Maintain User Profiles
Technical Contract Manager Create Contract Components
Create Contract Templates
Set KPI's
Set Star Ratings
Set Work Type Templates
Send Internal Broadcasts
Commercial Contract Manager Create Contracts
Add Zones to Contracts
Manage Rates
Send Internal & Supplier Broadcasts
Complete Incidents
Compliance Upload Proof of Contract
Verify Compliance Document
Adjust KPI Events
Close Incidents
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