Framework User Roles and Actions

There are four different User Roles used in the System:

Administrator
Framework Owner
Stakeholder
Head Of

Each User has access to different Process Actions described below.

Suite of 'process actions' for Administrator (available when Framework is completed) include:

1. Launched

2. Withdrawn

3. Reviewed

4. Reset

5. Add Action

6. Favourite

Suite of 'process actions' for Administrator (available when Framework is in Progress) include:

1. Close

2. Place on Hold

3. Reset

4. Add Action

5. Favourite

Suite of 'process actions' for Framework Owner include:

1. Request Stakeholder Feedback

2. Request Stakeholder Endorsement

3. Request Head Of Approval

4. Request Framework Closure

5. Notify Contacts

6. Add Action

7. Edit this record

8. Favourite

Suite of 'process actions' for Stakeholder (available after Stakeholder Feedback was requested) include:

1. Stakeholder Submit Feedback

2. Add Action

3. Favourite

Suite of 'process actions' for Stakeholder (available after Stakeholder Endorsement was requested) include:

1. Stakeholder Endorse

2. Stakeholder Reject

3. Add Action

4. Favourite

Suite of 'process actions' for Head Of include:

1. Head of Approve

2. Head of Reject

3. Head of Conditionally Approve

4. Add Action

5. Favourite

Example of Actions functionality for Head Of

Once Head Of Approval has been requested, the below screen is displayed to the Head Of:

Upon Head Of Approval, select Approve or Reject or Conditionally Approve - the below Feedback form will appear:

Once the Head Of submits the feedback, the Status and Stage on the General Details tile will change and the Progress bar will be updated. The Feedback Form will now display at the top of the General Details tile.