Events permissions

Within Compliance or Completions individual modules, you can configure permissions for Events. To go to Events permissions, go to Module settings > Roles. Select Add role or click an existing role to edit the role, and then select the Events tab.

The following table is a summary of permissions in the Events tab:

Permission	Location	Allowed actions
Edit completed events/tasks	Events and Tasks lists	Reopen a completed event/task to pending status.
	Event (inside) Task (inside)	Use the Complete button after a closed event or task is edited.
Edit event/task properties (The sub-permissions below can be selected and deselected after Edit event/task properties is selected.)	Events list Task list Event (inside) Task (inside)	Edit and event or task in your assignments using the Information slide-out panel.
	Form flow panel for event.	Edit user on the current active step.
Edit event/task proj/org	Events list Tasks list Event (inside) Task (inside)	Edit the project and organization field of any event or task in your assignments using the Information slide-out panel.
Edit event/task category	Events list Tasks list Event (inside) Task (inside)	Edit the Category field of any event or task in your assignments using the Information slide-out panel.
Edit event/task due date	Events list Tasks list Event (inside) Task (inside)	Edit the Event date and Due date fields of any event or task in your assignments using the Information slide-out panel.
Edit event/task status	Events list Task list Event (inside) Task (inside)	Edit the Status field of any event or task in your assignments using the Information slide-out panel.
Edit event/task Reporter/Responsible party	Events list Task list Event (inside) Task (inside)	Edit the Reporter and Responsible party fields of any event or task in your assignments using the Information slide-out panel.
Edit event/task title	Events list Task list Event (inside) Task (inside)	Edit the title field of any event or task in your assignments using the Information slide-out panel.
Delete events/tasks	Events list Task list	Delete any event in the assignments area.
Copy events/tasks from event/task list	Events list Task list	Copy an event or task. You cannot copy an event with form flow.
View deleted categories in the event/task list	Events list Task list	Filter to show inactive categories.
Check in events/tasks	Event list Task list	Remove the checkout on events and tasks. This will remove items from a users device and could cause changes to be lost if the user tries to complete the events or tasks.
Only provide access to own forms/tasks on the event/task list (Select one or more categories from the drop-down list)	Event list Task list	View only events where you are a reporter. You cannot see any other events or tasks you did not initiate as a reporter.
Allow access to event/task history (Select one or more categories from the drop-down list)	Event and task information panel	View the history of the event or task.

Permission

Location

Allowed actions

Edit completed events/tasks

Events and Tasks lists

Reopen a completed event/task to pending status.

Event (inside)

Task (inside)

Use the Complete button after a closed event or task is edited.

Edit event/task properties

(The sub-permissions below can be selected and deselected after Edit event/task properties is selected.)

Events list

Task list

Event (inside)

Task (inside)

Edit and event or task in your assignments using the Information slide-out panel.

Form flow panel for event.

Edit user on the current active step.

Edit event/task proj/org

Events list Tasks list Event (inside) Task (inside)

Edit the project and organization field of any event or task in your assignments using the Information slide-out panel.

Edit event/task category

Events list

Tasks list

Event (inside)

Task (inside)

Edit the Category field of any event or task in your assignments using the Information slide-out panel.

Edit event/task due date

Events list

Tasks list

Event (inside)

Task (inside)

Edit the Event date and Due date fields of any event or task in your assignments using the Information slide-out panel.

Edit event/task status

Events list

Task list

Event (inside)

Task (inside)

Edit the Status field of any event or task in your assignments using the Information slide-out panel.

Edit event/task Reporter/Responsible party

Events list

Task list

Event (inside)

Task (inside)

Edit the Reporter and Responsible party fields of any event or task in your assignments using the Information slide-out panel.

Edit event/task title

Events list

Task list

Event (inside)

Task (inside)

Edit the title field of any event or task in your assignments using the Information slide-out panel.

Delete events/tasks

Events list

Task list

Delete any event in the assignments area.

Copy events/tasks from event/task list

Events list

Task list

Copy an event or task. You cannot copy an event with form flow.

View deleted categories in the event/task list

Events list

Task list

Filter to show inactive categories.

Check in events/tasks

Event list

Task list

Remove the checkout on events and tasks. This will remove items from a users device and could cause changes to be lost if the user tries to complete the events or tasks.

Only provide access to own forms/tasks on the event/task list

(Select one or more categories from the drop-down list)

Event list

Task list