Test Plan Roles and permissions

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.

In addition, the Test Plan Role also provides acess to the following test plan settings:

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 they can manage that specific test plan, even though they have the Observer role.

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

The four participant roles are:

• Assignee:  Start the activity, add records, and mark the activity for review. These are the site workers.
• Reviewer: Add records and select an outcome for the reviewer action 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.

Assigning the participant role to an organization

A 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. The organization that created the test plan has a higher level of permissions.

The table below shows the actions available to a user where their organization has been set as a participant (such as an Assignee or Reviewer).

For example, if your organization was set as the Manager in a test plan, and your Test Plan Role is Associate, you can start and complete activities for that test plan and submit it (along with other actions). 

Reassigning the participant role

Reassign your organization's participant role to a specific user in your organization
If your organization is assigned a participant role (Assignee, Reviewer, Manager or Approver), only an Administrator or Associate from your organization can reassign the participant role to a specific user in your organization.

Reassign your participant role to someone else in your organization
If you've been assigned a participant role on a test plan, you can reassign responsibility for that specific action to someone else in your organization.

Reassign other participant roles
Depending on your participant role, you may be able reassign other participant roles in the test plan. In addition, your Test Plan Role determines if you can reassign those participant roles to other organizations:

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