NOAA -Personnel Planning and Reporting User Roles and Permissions

NOAA -Personnel Planning and Reporting User Roles and Permissions

NOAA

Personnel Planning and Reporting
User Roles and Permissions

Role access and permissions by module area

1. User-role and permission model

Term

Meaning

User role

A system permission code assigned to a user account. A role determines which planning or reporting areas the user can open and what the user can do there.

Personnel Planning

The module used for schedules, personnel templates, calendar events, Roster, hiring, relief requests and related configuration.

Personnel Group Template

A planning schedule for a defined group, such as Ship Technicians, Mariners or Crew Staffing. Template-specific roles limit access to that schedule.

Personnel Cluster

A configured group used by cluster-specific billet and hiring permissions. The documented cluster-specific roles apply to Licensed Deck.

 

 

Role categories

Role category

Roles

How the category is used

Module-wide and self-service roles

PERSONNELPLANNING_EDIT
PERSONNELPLANNING_VIEW
PERSONNELPLANNING_VIEW_OWNSCHEDULE
VIEW_COMPLETE_SCHEDULE_PORTAL

Provide organisation-wide planning access or read-only access to schedule information in the portal.

Template-specific roles

PERSONNELPLANNING_EDIT_SHIP_TECHNICIANS
PERSONNELPLANNING_VIEW_MARINERS
PERSONNELPLANNING_EDIT_MARINERS
PERSONNELPLANNING_VIEW_CREW_STAFFING
PERSONNELPLANNING_EDIT_CREW_STAFFING

Limit schedule access to one Personnel Group Template.

Cluster-specific roles

PERSONNELPLANNING_VIEW_CLUSTER_LICENSED_DECK
PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK

Apply to the Licensed Deck Personnel Cluster when HasSystemRole is enabled for the cluster.

Day-status and relief responsibility

FLEXLOCATION_DAY_SUBMIT
FLEXLOCATION_DAY_APPROVE
FLEXLOCATION_DAY_VALIDATE
CREW_MANAGER

Control Operation Log day statuses or make a user selectable as the responsible person on relief requests.

Ground Data roles

GROUNDDATA_BILLETS
GROUNDDATA_PAY_GRADES
GROUNDDATA_ROTATIONS
GROUNDDATA_AUTHORIZED_BILLETS
GROUNDDATA_PLANNING

Maintain planning reference data. PERSONNELPLANNING_EDIT is required to open Ground Data.

Roster and profile-record roles

ROSTER_VIEW
ROSTER_EDIT
ROSTER_VIEW_HIRINGINFORMATION
BILLETS_EDIT
PERSONNELAWARD_VIEW
PERSONNELAWARD_EDIT
DISCIPLINARYACTION_VIEW
DISCIPLINARYACTION_EDIT

Control Roster access, billet editing, hiring-information visibility, personnel awards and disciplinary actions.

Hiring Process roles

HIRING_PROCESS_VIEW
HIRING_PROCESS_EDIT

Control access to hiring positions, candidates, hiring cycles and related reference data.

Reporting roles

REPORTING_VIEW_ALL
REPORTING_VIEW_HIRES
REPORTING_VIEW_SEPARATIONS

Open Reporting and provide access to standard or report-specific Personnel Planning reports.

Configuration-specific reporting

No additional report-specific role

In the documented NOAA configuration, specified reports are available when the user can already reach Reporting.

 

 

2. Role overview and comparison

Module-wide and self-service roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

PERSONNELPLANNING_EDIT

Organisation-wide Personnel Planning editor

All Personnel Group Templates; Scheduler; drafts; calendar events; Graph; Pivot; Crew Change - Detail Planning; Ground Data entry; Relief Request

All templates and schedules

Edit planning information across all templates. This role has the documented effect of all template-specific edit roles, opens Ground Data, and can create, edit, split and assign relief requests. Feature-specific roles continue to control Ground Data tabs, Roster, Hiring Process and reports.

PERSONNELPLANNING_VIEW

Organisation-wide Personnel Planning viewer

All Personnel Group Templates; Scheduler; Graph; Pivot; Relief Request

All templates and schedules

View all templates and schedules without create or edit access. In Relief Request, view the request list and details.

PERSONNELPLANNING_VIEW_OWNSCHEDULE

Own-schedule viewer

Portal - My Schedule - Calendar; Programme - My Schedule

The signed-in user's own entries

View the signed-in user's own calendar entries.

VIEW_COMPLETE_SCHEDULE_PORTAL

Fleet schedule viewer in the portal

Portal - My Schedule - Staff Overview

Own entries and ship assignments for other personnel

View a read-only fleet schedule. Duty and on-shore day events are excluded.

 

Template-specific roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

PERSONNELPLANNING_EDIT_SHIP_TECHNICIANS

Ship Technicians template editor

Scheduler; Graph; Pivot

Ship Technicians template only

Edit the Ship Technicians schedule.

PERSONNELPLANNING_VIEW_MARINERS

Mariners template viewer

Scheduler; Graph; Pivot

Mariners template only

View the Mariners schedule.

PERSONNELPLANNING_EDIT_MARINERS

Mariners template editor

Scheduler; Graph; Pivot

Mariners template only

Edit the Mariners schedule.

PERSONNELPLANNING_VIEW_CREW_STAFFING

Crew Staffing template viewer

Scheduler; Graph; Pivot

Crew Staffing template only

View the Crew Staffing schedule.

PERSONNELPLANNING_EDIT_CREW_STAFFING

Crew Staffing template editor

Scheduler; Graph; Pivot

Crew Staffing template only

Edit the Crew Staffing schedule.

 

Cluster-specific and workflow roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

PERSONNELPLANNING_VIEW_CLUSTER_LICENSED_DECK

Licensed Deck cluster companion role

Licensed Deck Personnel Cluster

Cluster applies when HasSystemRole is enabled

No independent view permission is documented for this role; it is listed as the companion role to the Licensed Deck edit role.

PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK

Licensed Deck cluster editor

Roster; Hiring Process

Licensed Deck Personnel Cluster

Edit Licensed Deck billet records. The documented billet check also uses ROSTER_EDIT or GROUNDDATA_BILLETS. Hiring changes additionally require HIRING_PROCESS_EDIT. HasSystemRole must be enabled for the cluster.

FLEXLOCATION_DAY_SUBMIT

Day submission status controller

Scheduler - Operation Log scheduler; Reporting - Personnel Planning - Metrics

The selected day

Set the day to Saved or Submit status.

FLEXLOCATION_DAY_APPROVE

Day approval status controller

Scheduler - Operation Log scheduler; Reporting - Personnel Planning - Metrics

The selected day

Set the day to Saved, Submit or Approved status.

FLEXLOCATION_DAY_VALIDATE

Day validation status controller

Scheduler - Operation Log scheduler; Reporting - Personnel Planning - Metrics

The selected day

Set any available status for the day.

CREW_MANAGER

Relief-request responsible-person option

Relief Request - Responsible Person list

Relief requests available to the user

Makes the user selectable as the responsible person or crew manager. A planning role is still required to open Relief Request.

 

 

Ground Data roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

GROUNDDATA_BILLETS

Billet-number configuration editor

Ground Data - Billet Numbers; Roster permission checks

Billet numbers and relevant Roster billet records

View and edit billet numbers. The role also participates in Roster billet-edit checks. PERSONNELPLANNING_EDIT is required to open Ground Data.

GROUNDDATA_PAY_GRADES

Pay-grade configuration editor

Ground Data - Pay Grades

Pay-grade reference data

View and edit pay grades. PERSONNELPLANNING_EDIT is required to open Ground Data.

GROUNDDATA_ROTATIONS

Rotation configuration editor

Ground Data - Rotations

Rotation reference data

View and edit rotations. PERSONNELPLANNING_EDIT is required to open Ground Data.

GROUNDDATA_AUTHORIZED_BILLETS

Authorised-billet configuration editor

Ground Data - Authorized Billeted

Authorised billet configuration

View and edit authorised billet configuration. PERSONNELPLANNING_EDIT is required to open Ground Data.

GROUNDDATA_PLANNING

Personnel custom-event configuration editor

Ground Data - Personnel Custom Events

Custom calendar event types

View and edit custom calendar event types. PERSONNELPLANNING_EDIT is required to open Ground Data.

 

 

Roster and profile-record roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

ROSTER_VIEW

Roster viewer

Roster tab

Billet grid and personnel assignments

View the billet grid and personnel assignments. Roster also requires a module-wide or template-specific planning role.

ROSTER_EDIT

Roster assignment editor

Roster tab

Billet assignments available in Roster

Edit billet assignments and use save or discard. Roster also requires a module-wide or template-specific planning role.

ROSTER_VIEW_HIRINGINFORMATION

Roster hiring-information viewer

Roster - hiring-information columns

Pay grade, hire date, duty station, date in and date out

View the documented hiring-related columns without editing them. Normal Roster access requirements apply.

BILLETS_EDIT

Non-system-role cluster billet editor

Roster tab

Personnel Clusters without a system role

Edit billets for clusters without a system role. The documented permission check also uses ROSTER_EDIT or GROUNDDATA_BILLETS.

PERSONNELAWARD_VIEW

Personnel award viewer

Crew Member - Profile Details

Personnel awards for the selected crew member

View personnel awards.

PERSONNELAWARD_EDIT

Personnel award editor

Crew Member - Profile Details; Ground Data - Personnel Awards

Personnel awards and award-type definitions

Add, edit and delete personnel awards. Maintain award-type definitions in Ground Data; PERSONNELPLANNING_EDIT is required to open Ground Data.

DISCIPLINARYACTION_VIEW

Disciplinary-action viewer

Crew Member - Profile Details

Disciplinary actions for the selected crew member

View disciplinary actions.

DISCIPLINARYACTION_EDIT

Disciplinary-action editor

Crew Member - Profile Details

Disciplinary actions for the selected crew member

Add, edit and delete disciplinary actions.

 

 

Hiring Process and Reporting roles

System role code

Purpose

Primary access

Scope

Permissions and conditions

HIRING_PROCESS_VIEW

Hiring Process viewer

Hiring Process tab

VAP/VMP positions, candidates and status

View hiring positions, candidates and hiring status.

HIRING_PROCESS_EDIT

Hiring Process editor

Hiring Process tab; Ground Data - VAP/VMP Application Distribution; Certificate Review Requirement

Candidates, hiring cycles and related reference data

Assign or unassign candidates and manage hiring cycles. Licensed Deck changes also require PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK. PERSONNELPLANNING_EDIT is required to open Ground Data for hiring configuration.

REPORTING_VIEW_ALL

Reporting module and standard-report viewer

Reporting module

Standard reports and Personnel Planning reports without a dedicated role

Open Reporting and view standard reports, including Personnel Planning reports such as Ship Map, Pivot and Personnel when no report-specific role is listed.

REPORTING_VIEW_HIRES

Hires report viewer

Reporting - Hires

Hires report

View the Hires report. Existing access to the Reporting module is also required.

REPORTING_VIEW_SEPARATIONS

Separations report viewer

Reporting - Separations

Separations report

View the Separations report. Existing access to the Reporting module is also required.

 

 

3. Permissions by module and area

Module access and self-service

System role code or access requirement

Page or area

Permission and condition

PERSONNELPLANNING_EDIT

Personnel Planning

Edit all Personnel Group Templates in Scheduler, drafts, calendar events, Graph, Pivot and Crew Change - Detail Planning. Provides Ground Data entry and edit access to Relief Request. Feature-specific roles apply to individual Ground Data tabs, Roster, Hiring Process and reports.

PERSONNELPLANNING_VIEW

Personnel Planning

View all Personnel Group Templates and schedules in Scheduler, Graph and Pivot. View Relief Request lists and details without editing.

PERSONNELPLANNING_VIEW_OWNSCHEDULE

Portal - My Schedule - Calendar; Programme - My Schedule

View only the signed-in user's own calendar entries.

VIEW_COMPLETE_SCHEDULE_PORTAL

Portal - My Schedule - Staff Overview

View a read-only fleet schedule containing own entries and ship assignments for other personnel. Duty and on-shore day events are excluded.

 

Template-specific roles

System role code or access requirement

Page or area

Permission and condition

PERSONNELPLANNING_EDIT_SHIP_TECHNICIANS

Ship Technicians template

Edit the Ship Technicians schedule in Scheduler, Graph and Pivot.

PERSONNELPLANNING_VIEW_MARINERS

Mariners template

View the Mariners schedule in Scheduler, Graph and Pivot.

PERSONNELPLANNING_EDIT_MARINERS

Mariners template

Edit the Mariners schedule in Scheduler, Graph and Pivot.

PERSONNELPLANNING_VIEW_CREW_STAFFING

Crew Staffing template

View the Crew Staffing schedule in Scheduler, Graph and Pivot.

PERSONNELPLANNING_EDIT_CREW_STAFFING

Crew Staffing template

Edit the Crew Staffing schedule in Scheduler, Graph and Pivot.

 

 

Cluster-specific roles

System role code or access requirement

Page or area

Permission and condition

PERSONNELPLANNING_VIEW_CLUSTER_LICENSED_DECK

Licensed Deck cluster

No independent view permission is documented. The role is listed as the companion to the Licensed Deck edit role and applies when HasSystemRole is enabled.

PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK

Licensed Deck cluster - Roster

Edit Licensed Deck billet records. The documented check also uses ROSTER_EDIT or GROUNDDATA_BILLETS. HasSystemRole must be enabled.

PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK

Licensed Deck cluster - Hiring Process

Edit Licensed Deck hiring records when HIRING_PROCESS_EDIT is also assigned and HasSystemRole is enabled.

 

Scheduler and portal schedules

System role code or access requirement

Page or area

Permission and condition

PERSONNELPLANNING_EDIT

Scheduler; Graph; Pivot; Detail Planning

Edit planning information across all Personnel Group Templates.

PERSONNELPLANNING_VIEW

Scheduler; Graph; Pivot

View planning information across all Personnel Group Templates.

Template-specific view or edit role

Scheduler; Graph; Pivot

View or edit only the Personnel Group Template named by the assigned role.

PERSONNELPLANNING_VIEW_OWNSCHEDULE

Portal - My Schedule - Calendar

View the signed-in user's own schedule entries.

VIEW_COMPLETE_SCHEDULE_PORTAL

Portal - My Schedule - Staff Overview

View the read-only fleet schedule described above.

FLEXLOCATION_DAY_SUBMIT

Operation Log scheduler; Reporting - Personnel Planning - Metrics

Set a day to Saved or Submit status.

FLEXLOCATION_DAY_APPROVE

Operation Log scheduler; Reporting - Personnel Planning - Metrics

Set a day to Saved, Submit or Approved status.

FLEXLOCATION_DAY_VALIDATE

Operation Log scheduler; Reporting - Personnel Planning - Metrics

Set any available status for a day.

 

 

Ground Data

System role code or access requirement

Page or area

Permission and condition

PERSONNELPLANNING_EDIT

Ground Data entry

Required to open Personnel Planning Ground Data.

GROUNDDATA_BILLETS

Billet Numbers

View and edit billet numbers; also participates in Roster billet-edit permission checks.

GROUNDDATA_PAY_GRADES

Pay Grades

View and edit pay grades.

GROUNDDATA_ROTATIONS

Rotations

View and edit rotations.

GROUNDDATA_AUTHORIZED_BILLETS

Authorized Billeted

View and edit authorised billet configuration.

GROUNDDATA_PLANNING

Personnel Custom Events

View and edit custom calendar event types.

HIRING_PROCESS_EDIT

VAP/VMP Application Distribution; Certificate Review Requirement

Configure hiring-process reference data.

PERSONNELAWARD_EDIT

Personnel Awards

Maintain personnel-award type definitions.

 

 

Roster and profile records

System role code or access requirement

Page or area

Permission and condition

Roster access dependency

Roster tab

Requires ROSTER_VIEW or ROSTER_EDIT together with PERSONNELPLANNING_EDIT, PERSONNELPLANNING_VIEW or a template-specific planning role.

ROSTER_VIEW

Roster tab

View the billet grid and personnel assignments.

ROSTER_EDIT

Roster tab

Edit billet assignments and use save or discard actions.

ROSTER_VIEW_HIRINGINFORMATION

Roster - hiring-information columns

View pay grade, hire date, duty station, date in and date out; no edit access is provided by this role.

BILLETS_EDIT

Roster - clusters without a system role

Edit billets for clusters without a system role. The documented permission check also uses ROSTER_EDIT or GROUNDDATA_BILLETS.

PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK

Roster - Licensed Deck cluster

Edit Licensed Deck billets with the documented ROSTER_EDIT or GROUNDDATA_BILLETS check.

GROUNDDATA_BILLETS

Roster permission checks

Participates in the documented business-layer checks for billet editing.

PERSONNELAWARD_VIEW

Crew Member - Profile Details

View personnel awards.

PERSONNELAWARD_EDIT

Crew Member - Profile Details

Add, edit and delete personnel awards.

DISCIPLINARYACTION_VIEW

Crew Member - Profile Details

View disciplinary actions.

DISCIPLINARYACTION_EDIT

Crew Member - Profile Details

Add, edit and delete disciplinary actions.

 

 

Hiring Process and Relief Request

System role code or access requirement

Page or area

Permission and condition

HIRING_PROCESS_VIEW

Hiring Process tab

View VAP/VMP positions, candidates and hiring status.

HIRING_PROCESS_EDIT

Hiring Process tab

Assign or unassign candidates and manage hiring cycles. Licensed Deck changes also require PERSONNELPLANNING_EDIT_CLUSTER_LICENSED_DECK.

Module-wide or template-specific planning role

Relief Request tab

Provides the Scheduler access required to open Relief Request.

PERSONNELPLANNING_EDIT or template-specific edit role

Relief Request tab

Create, edit, split and assign relief requests.

PERSONNELPLANNING_VIEW or template-specific view role

Relief Request tab

View the request list and details without editing.

CREW_MANAGER

Relief Request - Responsible Person

Makes the user selectable as the crew manager or responsible person; does not independently open the tab.

 

 

Reporting

System role code or access requirement

Page or area

Permission and condition

REPORTING_VIEW_ALL

Reporting module

Open Reporting and view standard reports, including Personnel Planning reports such as Ship Map, Pivot and Personnel where no dedicated report role is listed.

REPORTING_VIEW_HIRES

Hires report

View the Hires report when the user can already reach Reporting.

REPORTING_VIEW_SEPARATIONS

Separations report

View the Separations report when the user can already reach Reporting.

FLEXLOCATION_DAY_SUBMIT

Personnel Planning - Metrics

Set a day to Saved or Submit status.

FLEXLOCATION_DAY_APPROVE

Personnel Planning - Metrics

Set a day to Saved, Submit or Approved status.

FLEXLOCATION_DAY_VALIDATE

Personnel Planning - Metrics

Set any available status for a day.

No additional report-specific role - documented NOAA configuration

Mariner Staffing Data; Hires and Separations; Fleet Staffing Dashboard; Mariner Dashboard

View these reports when the user can already reach Reporting. This row applies to the documented NOAA configuration.