Test Plan roles and permissions

Every person using Test Plans has a role, which comes with specific responsibilities and access privileges.

Each user has an overall role that defines what they can do in Test Plans. In addition, users can be assigned a participant role on a specific test plan which grants them more responsibility on that specific test plan.

Hinweis

Test Plans is currently only available to projects on the KSA1 and MEA Aconex instances. We'll continue to develop features based on feedback and announce availability for other Aconex instances at a later date. Make sure you subscribe to Release Highlights to be notified.

Test Plan Roles

Permissions in Test Plans are provided to each user by assigning them a role in the Field directory. These permissions apply across all test plans in the user's organization. 

There are four Test Plan roles:

  • Observer: View test plans.
  • Contributor: View, create and edit test plans.
  • Associate: View, create, edit and activate test plans. Configure templates, categories and reviewer actions.
  • Administrator:  Has the same permission as an Associate plus the ability to publish templates.

Test Plan Role permissions

The table below shows which permissions (or actions) are available for each role.

 

View Test Plans

View event log

Export Test Plans

Create/Edit Test Plan Delete Draft Test Plan Activate Test Plan

Edit Test Plan (after Activation)

Observer        
Contributor    
Associate
Administrator

Test Plan Project Settings permissions

The table below shows which Project Settings permissions (or actions) are available for each role.

  Notification Settings Create/Edit Template Create/Edit Categories and Reviewer Actions View Import Logs Share Test Plans and Templates Publish Template
Observer          
Contributor          
Associate  
Administrator

Assign a role to users in your organization

You must be a Field Admin to access this screen. You can only assign a role that is equal to or below your role. By default, a newly added user is assigned the Observer role.

  1. Log into Aconex and click Setup, then select Project Settings.
  2. Under Field Settings, click Field Directory, then click Your organization. You’ll see a list of Field users in your organization, and the role they’ve been assigned.
  3. Click the pencil icon for a user to select their role.

Assign a role to users in other organizations

You must be a Field Project Admin or Inspector Admin to access this screen. In addition, you'll also need be a Test Plan Administrator or Associate to edit roles in this screen.

You can only assign a role that is equal to or below your role. By default, a newly added user is assigned the Associate role.

  1. Log into Aconex and click Setup, then select Project Settings.
  2. Under Field Settings, click Field Directory, then click Organizations you work with. 
  3. Click an organization to see the list of users to assign roles to.

Participant Roles

You can manage permissions granularly on specific test plans. To achieve this, each Test Plan has its own set of participant roles. These are configured in the template and allows users to be assigned separate permissions to work on a specific Test Plan. 

For example, a user who is assigned the Test Plan Role of Observer, can be made an Approver in a specific Test Plan. This means the user can manage that specific test plan even though they are set as an Observer for Test Plans.

The four participant roles are:

  • Assignee:  Start an activity, add records, and mark the activity for review. These are the site workers.
  • Reviewer: Add records and complete a review such as a hold point. These are consultants or engineers who manage crucial checkpoints in the project, such as releasing Hold Points or attending Witness Points.
  • Manager: Override hold points, complete or reopen an activity, add records, submit the test plan to the Approver for closure. This is the engineer or foreperson overseeing the work of others.
  • Approver: Same as the Manager but can close out the Test Plan if the work is completed to their satisfaction. Can reopen the test plan if required. This is the General Contractor or owning organization.

Participant Role permissions

The table below shows which permissions (or actions) on a specific Test Plan are available for each Participant Role.

  Start Activity Add Records Mark Activity for Review Review Activity Override Hold Points Mark Activity Complete Reopen Activity Submit Test Plan Close Test Plan Reopen Test Plan
Assignee              
Reviewer                
Manager      
Approver  

Assigning the Participant Role to an organization

The participant role can be assigned to an individual user, or to an organization.

If an organization is named as a participant, then the permissions each user has on that test plan is based on their Test Plan role. Note: The organization that created the test plan is granted specific permissions.

The table below shows the actions available to a user based on the Participant Role assigned to their organization and their assigned Test Plan Role.

For example, if your organization was assigned as a Reviewer in a test plan, and your Test Plan Role is Associate, that means you can Add Records and Review Activity in that Test Plan. However if your organization created the test plan, you could perform all actions except close and reopen the test plan.

 

  My Test Plan role is Contributor My Test Plan role is Associate My Test Plan role is Administrator
My organization is the Assignee
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Start Activity
  • Add Records
  • Mark Activity for Review
My organization is the Reviewer
  • Add Records
  • Add Records
  • Review Activity
  • Add Records
  • Review Activity
My organization is the Manager
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
My organization is the Approver
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
  • Close Test Plan
  • Reopen Test Plan
My organization created the Test Plan
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Review Activity
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
  • Start Activity
  • Add Records
  • Mark Activity for Review
  • Review Activity
  • Override Hold Points
  • Mark Activity Complete
  • Reopen Activity
  • Submit Test Plan
  • Close Test Plan
  • Reopen Test Plan

Reassigning the Participant Role

If you've been assigned a role on a Test Plan, you can assign that responsibility for that specific activity to someone else in your organization.

Depending on your role, you may be able reassign other activities in the test plan. Your Test Plan role determines if you can reassign activities to other organizations.

  • If you're an Approver you can reassign any Approvers, Managers, Reviewers or Assignees in that test plan. In addition, if your Test Plan Role is Admin or Associate you can reassign those to another organization.
  • If you're a Manager you can reassign any Managers, Reviewers or Assignees in that test plan. In addition, if your Test Plan Role is Admin or Associate you can reassign those to another organization.
  • If you're a Reviewer and your Test Plan Role is Admin or Associate you can reassign the the reviewer role in that activity to another organization.
  • If you're an Assignee and your Test Plan Role is Admin you can reassign the the Assignee role in that activity to another organization.