Security roles for improvement plans

Read access

• To improvement plans if the plan district matches the staff member's associated district.

• To non-secured plans when the staff member has permission to view the staff information.

Cannot create or edit plans.

Read access

• If the template district matches the staff member's associated district or if there is no associated district.

Cannot create or edit templates.

Read access

• To improvement plans if the plan district matches the staff member's associated district.

• To non-secured plans when the staff member has permission to view the staff information.

Create plans

• For staff to which the user has access. Staff must be in plan district.

• If creating a plan from a secure template, can add the user to plan membership.

Edit

• If the plan district matches a user-associated district.

  • If the template is secure, the user must be associated with the plan.

  • If the template is non-secured, the plan must be for a staff to which the user has access.

Read access

• If the template district matches the staff member's associated district or if there is no associated district.

Cannot create or edit templates.

Read access

• If the plan district matches a user-associated district.

  • If the template is secure, the user must be associated with the plan.

  • If the template is non-secured, the plan must be for a staff to which the user has access.

Create plan

• Associated with a user associated district

  • Create plan for staff to which the user has access and staff must be in plan district.

  • If creating a plan from a secure template, add the user to plan membership.

  • Staff assigned to plan must belong to district selected for plan.

Edit

• If the plan district matches a user-associated district.

  • If the template is secure, the user must be associated with the plan.

  • If the template is non-secured, the plan must be for a staff to which the user has access.

Read access

• If the template district list contains a user-associated district or is empty.

Create template

• Template associated with a user-associated district. Can create a template set as Is Secure.

Edit

• If Template district matches a user-associated district.

  • Can update existing template to Is Secure.

  • Cannot edit state-level templates.

  • Cannot set a non-state level template to be state level.

Read access

• If the plan district matches a user associated district.

Create plan

• Associated with a user associated district.

  • The staff assigned to plan must belong to the district selected for plan.

  • Staff assigned to plan must belong to district selected for plan.

Edit

• If the plan district matches a user associated district.

  • The staff assigned to plan must belong to the district selected for plan.

  • Staff assigned to plan must belong to district selected for plan.

Read access

• If the template district list contains a user associated district or is empty.

Create template

• Associated with a user associated district.

  • Can create template set as Is Secure.

Edit

• If Template district matches a user-associated district.

  • Can update existing template to Is Secure.

  • Cannot edit templates that are state level.

  • Cannot set a non-state level template to be state level.

Read access for all plans

Create plan

• Associated with any district

  • The staff assigned to plan must belong to district selected for plan.

  • Staff assigned to plan must belong to district selected for plan.

Always Edit

• Associated with any district

  • The staff assigned to plan must belong to district selected for plan.

  • Staff assigned to plan must belong to district selected for plan.

Read access for all templates

Create template

• Associated with any districts or no district.

  • Can create template set as State level.

  • Can create template set as Is Secure.

Always Edit

• Can update existing template to be state level or Is Secure.