The role model implies a clear differentiation of users by available functionality into three groups of users: Clients (the roles of the Client and the Inspection organiser), Employees (Agents, Inspection Operators, Experts, Approving persons) and Administrators.
In some cases, the availability of functions is limited by the Access Group assigned to the user.
Each subsequent role includes the functionality of the previous one:
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Client. Can make inspections in the mobile application based on the inspection projects that were shared with him. Cannot independently create inspections.
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Support operator. Has access to all inspections of his company, but with hidden personal data
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Inspections organiser. Can distribute inspections that have already been created, and also share inspections with other users (for example, with customers). Cannot independently create inspections.
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Agent. Can do inspections in a mobile application according to available templates. Can independently create inspections, including through the web version.
-
Inspection operator. The functionality is limited to available companies. Can view the inspections in the web-UI made by the user of his group. Can independently create inspections.
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Expert. The functionality is similar to the role of a call center Operator, but expert can make decisions based on the results of the inspection (transfer inspections to the contract status).
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Approving person. The functionality is limited to the access group. Сan approve inspections at critical moments (for example, the approval of expensive cars) in web-UI.
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Group administrator. The functionality is limited to the access group. Can create and manage new users, as well as access groups. Can create and manage inspection templates, as well as inspection projects. It is recommended to have one Group Administrator for one group.
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Administrator. The functionality is limited to the company. Can create and manage new users, access groups, and a company. Can create and manage inspection templates, as well as inspection projects. Can create statuses. It is recommended to one Administrator for one company.
|
|
Client |
Support operator |
Inspections organiser |
Agent |
Inspection operator |
Expert |
Approving person |
Group administrator |
Administrator |
|
|
Make inspections |
Yes |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
|
Share inspection |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
|
Create inspection |
web-UI |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
mob App |
Yes (avaliable for clients) |
No |
No |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
|
Access to other users' inspections |
No |
No |
No |
No |
Yes (within avaliable groups) |
Yes (within avaliable groups) |
Yes (within avaliable groups) |
Yes (within avaliable groups) |
Yes (within avaliable companies) |
|
|
Decision making on inspections |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
Yes |
|
|
Approval |
No |
No |
No |
No |
No |
No |
Yes |
Yes |
Yes |
|
|
Groups managing |
No |
No |
No |
No |
No |
No |
No |
Yes |
Yes |
|
|
Inspections templates managing |
No |
No |
No |
No |
No |
No |
No |
Yes (within group) |
Yes |
|
|
Webhook managing |
No |
No |
No |
No |
No |
No |
No |
Yes (within group) |
Yes |
|
|
Users` managing |
No |
No |
No |
Нет |
Нет |
No |
No |
Yes (within group) |
Yes |
|
|
Statuses managing |
No |
No |
No |
No |
No |
No |
No |
No |
Yes |
|
Actions in detail - action execution scenarios can have the implementation of functionality both in the application and in the web interface at the same time:
|
Function |
Using function scenario |
Comments |
|---|---|---|
|
Make inspection |
|
Available to any user who has access to at least one inspection template. The Client can perform inspections that were shared with him in advance or according to templates to which the Client's access is additionally configured. |
|
Share inspection |
|
The ability to give access to viewing or performing an inspection to another user |
|
Create inspection |
|
|
|
Access to other users' inspections |
Access to viewing inspections performed by other users - only in web-UI |
|
|
Decision making on inspections |
Regular check and approval of inspections carried out.
If the "Skip the expertise (inspection check)" setting is enabled, the function to return the inspection to Repeat will be available for all users who have access to the inspection.
|
|
|
Approval |
Approving of inspections requiring special attention of the Approving Person, details - Filling of the inspection template |
|
|
Groups managing |
Creating and configuring Access Groups |
|
|
Inspections templates managing |
Creating and configuring Inspections templates |
|
|
Webhook managing |
Creating and configuring webhook. IMPORTANT! Group administrator can only manage personally created webhooks. |
|
|
Users` managing |
The user can get an account either by self-registering in the mobile application, or by applying the Administrator |
|
|
Statuses managing |
Managing the names of inspection statuses |