Evaluate

Edit Own Page: this will create a dedicated Evaluate page for the user to edit.

Please note - We recommend you only allocate 1 user with Edit Own Page to each custom area. If you would like to establish multiple pages, please drop us a chat message; we will be happy to guide you through this set-up.

Read All Users Pages: the user can read all of the evidence recorded by Edit Own Page users in the allocated custom area. 

Edit All User Pages: the user can edit all of the evidence recorded by all Edit Own Page users in the allocated custom area.

Edit Other Users' Notes: The user can edit the notes made by other users.  If unticked the user will only be able to edit their own notes.

Edit Scope: the user can edit the scope of provision box for the allocated custom area they are assigned.

Publish: Used very rarely;  this permission allows the user to include/exclude an evaluative statement key question  from the report download.

Delete: Allocate this permission with caution; the user can delete all evidence.  You cannot restore deleted actions.

Approve: the user can approve the evidence for the allocated custom area they are assigned.

Create Activity: the user can create an  IMPROVE activity direct from the SWOT/Key Findings page in Evaluate. 

Please note: When you tick the appropriate permission setting, this will autosave.

If you have any questions, please do not hesitate to contact us via chat

 

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