Previous Topic: Ideas


Access Rights (Demand Management)

This section contains the following topics:

Idea Access Rights

Resource Access Rights (Idea)

Incident Access Rights

Resource Roles (Incident)

Resource Roles (Idea)

Idea Access Rights

The following access rights are required to work with ideas:

Idea - Approve - All

Lets you approve all ideas.

Type: Global

Idea - Approve

Allows user to approve a specific idea.

Type: Instance

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Idea - Edit - All

Lets you edit all ideas. The access right includes the Idea - View access and the ability to delete all ideas.

Type: Global

Idea - Edit

Allows user to edit a specific idea. The access right includes the Idea - View access right and the ability to delete a specific idea. The right does not include the Ideas - Navigate access right.

Type: Instance

Idea - Edit Access Rights - All

Lets you edit the access rights for all ideas. The right does not include the Ideas - Navigate or Idea - View access.

Type: Global

Idea - Edit Access Rights

Allows user to edit the access rights for a specific idea. The right does not include the Ideas - Navigate or Idea - View access rights

Type: Instance

Idea - Hierarchy - Parents - Add - All

Lets you add investments to the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - Add

Allows users to add investments to the Parent Hierarchy for a specific idea.

Type: Instance

Idea - Hierarchy - Parents - Edit - All

Lets you edit investments in the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - Edit

Allows users to edit investments in the Parent Hierarchy for a specific idea.

Type: Instance

Idea - Hierarchy - Parents - View - All

Lets you view investments in the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - View

Allows user to view investments in the Parent Hierarchy for a specific idea.

Type: Instance

Idea - Initiator (Auto)

The right is automatically granted to the initiator of the idea.

Type: Instance

Idea - Manager (Auto)

The right is automatically granted to the manager of the idea. The right includes the Idea - Hierarchy - Parents - View access right. Users with the right can edit existing staff allocations.

Type: Instance

Ideas - Navigate

Lets the user navigate to the Ideas pages to include the right to view the Ideas link.

Type: Global

Idea - View

Allows user to view a specific idea. The right does not include the Ideas - Navigate access right.

Type: Instance

Idea - View - All

Lets you view all ideas. The right includes the Ideas - Navigate access.

Type: Global

Idea - Hierarchy - Parents - View - All

Lets you view investments in the Parent Hierarchy for any idea.

Type: Global

Idea - Hierarchy - Parents - View

Allows user to view investments in the Parent Hierarchy for a specific idea.

Type: Instance

Idea - View - All

Lets you view all ideas. The right includes the Ideas - Navigate access.

Type: Global

Idea - View

Allows user to view a specific idea. The right does not include the Ideas - Navigate access right.

Type: Instance

Ideas - Create

Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.

Type: Global

Ideas - Navigate

Lets the user navigate to the Ideas pages to include the right to view the Ideas link.

Type: Global

Resource Access Rights (Idea)

The following resource rights are also available when managing ideas:

Resource - Approve Ideas

Allows the user to approve Ideas for a specific Resource. Includes the Resource - Edit Ideas access right.

Type: Instance

Resource - Approve Ideas - All

Lets the user approve Ideas for all Resources. Includes the Resource - Edit Ideas - All access right.

Type: Global

Resource - Edit Ideas

Allows the user to edit and delete ideas for a specific Resource. Includes the Resource - View Ideas access right but not the Ideas - Navigate access right.

Type: Instance

Resource - Edit Ideas - All

Allows the user to edit and delete ideas for all resources and the Resource - View Ideas - All access right.

Type: Global

Resource - Enter Time

The right allows the user to complete, submit, and reject timesheets for a resource. The Timesheets link appears on the Personal page.

Type: Instance

Resource - Self (Auto)

The right is automatically granted to the resource and includes the Resource - Edit Ideas access right.

Type: Instance

Resource - View Ideas

Allows the user to view ideas for a specific resource. Includes the ability to delete Ideas, but does not include the Ideas - Navigate access right.

Type: Instance

Resource - View Ideas - All

Allows the user to view ideas for all resources. Includes the ability to delete ideas and the Ideas - Navigate access right.

Type: Global

Incident Access Rights

Incidents are typically short-lived. You can have many incidents at any given time. The access rights to incidents are governed from incident categories. You can see only the incidents mapped to categories to which you have access rights. Your CA Clarity PPM administrator can assign access rights to incidents, or the Incident Manager can assign access rights within the incident instance.

The following access rights are required to work with incidents and incident categories:

Incidents - Access

Allows the user to access the incident pages.

Type: Global

Incidents - Administrate

Allows the user to access the incident administration pages, and administer the category-investment mapping, category-group mapping, and priority setup.

Type: Global

Incidents - Create

Allows the user to create and edit incidents, giving limited access to the incident properties. Includes the Incidents - Access access right.

Type: Global

Incident - Create/Edit

Allows the user to create new incidents and edit a specific incident.

Type: Instance

Incidents - Create/Edit - All

Allows the user to create and edit incidents on the incident pages. Includes the Incidents - Access and Incidents - Select Category - All access rights.

Type: Global

Incidents - Manage Category Incidents

Allows the user to manage incidents mapped to a specific category. Includes the Incidents - Select Category access right.

Type: Instance

Incidents - Override Priority

Allows the user to override the priority of the incident to which the user has access. Resources with the access right can view the Override Priority field on the Incident Properties page.

Type: Global

Incidents - Select Category

Allows a resource to select a specific incident category.

Type: Instance

Incidents - Select Category - All

Allows the user to select all categories on the incident pages. Includes the Incidents - Access access right.

Type: Global

Resource Roles (Incident)

No default incident-specific roles exist. You can add the appropriate roles to work with incidents based on the instance and global access rights provided. For example, you can set up the following roles to work with incidents:

Role

Role Description

Access Right

IT Administrator

Assign this role to resources responsible for setting up, administering, and mapping incident categories and financial settings for incidents from the Administration menu. Resources with this role are also responsible for assigning investments to incident categories. IT administrators determine which resources need incident access rights and the incident access rights that requires to be granted to the resources.

Incidents - Administrate; Administration - Access

IT Manager

Assign this role to resources responsible for assigning incidents. With this role, a resource can view new incidents, assign them to IT workers, and when necessary, reassign unresolved incidents to another resource or group.

Incidents - Create/Edit - All

IT Worker

Assign this role to resources responsible for working on and resolving incidents. With this role, a resource can create, view and assign appropriately all incidents within a specific set of incident categories. The default page that appears for an IT worker is Assigned to Me. This page displays those incidents that have been assigned to the IT worker. When an incident requires converting into a project or a project task, the IT worker flags the incident for conversion.

Incidents - Manage Category Incidents

Requestor

Assign this role to resources responsible for logging new incidents. With this role, a resource can view a prioritized work queue and record information about the nature of work performed against the reported incident. Those incidents logged by a requestor are displayed on the Reported by Me page. When a requestor is assigned to an incident, the Assigned to Me page appears and displays a list of those incidents.

Requestors have a limited view of the incident properties. They can view the incident public notes, tracking ID, short description, detailed description, type, and category.

Incidents - Create; either Incidents - Select Category - All or,

Incidents - Select Category for at least one incident category

Resource Roles (Idea)

No idea-specific roles exist in CA Clarity PPM. You can add the appropriate roles to work with ideas based on the instance and global access rights provided. For example, you can set up the following roles to work with ideas:

Manager

The idea manager has implicit access rights to the ideas created.

Approver

The approver of the idea has access to approve or reject ideas, or to set ideas as incomplete.