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 | Provide organisation-wide planning access or read-only access to schedule information in the portal. |
Template-specific roles | PERSONNELPLANNING_EDIT_SHIP_TECHNICIANS | Limit schedule access to one Personnel Group Template. |
Cluster-specific roles | PERSONNELPLANNING_VIEW_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 | Control Operation Log day statuses or make a user selectable as the responsible person on relief requests. |
Ground Data roles | GROUNDDATA_BILLETS | Maintain planning reference data. PERSONNELPLANNING_EDIT is required to open Ground Data. |
Roster and profile-record roles | ROSTER_VIEW | Control Roster access, billet editing, hiring-information visibility, personnel awards and disciplinary actions. |
Hiring Process roles | HIRING_PROCESS_VIEW | Control access to hiring positions, candidates, hiring cycles and related reference data. |
Reporting roles | REPORTING_VIEW_ALL | 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. |