Roles & Permissions
Roles and permissions are totally up to you. Create your own roles and assign over 100 different permission levels to each role.
Setting Up Roles
iScout starts you off with 3 standard roles - Employee, Manager, and Admin. From there you can create, rename, or delete roles as much as you want. Each employee profile is assigned to one role which determines their access in the iScout system.
Permissions
For each role, you determine which data points a person can create, view, edit, or delete from the system. By default, the Employee role can fill out reports and do training and that's about it. The Admin, however, can edit everything in the system.
Permission Types
There are many, many types of permissions that can be granted (or denied) in iScout. To give you a feel, here are a few examples:
- View an Employee's Profile - can be set to "only view yourself", "only from your project", etc
- Specific Profile Information - each item in a profile can be hidden or locked from editing
- Create Employee Profiles - allow certain roles to create profiles and limit which roles they can assign
- Training - determine who can mark training complete, conduct group trainings, run training reports, etc
- Forms - determine who can create/edit forms, who can fill out reports, who can view/edit reports
- Equipment - determine who can see assets, status reports, and who can edit or inspect them
- Acknowledgments - determine who can send acknowledgments or run status reports
- Resources - determine who can upload and share resources and who can view each resource tag
- Control Panel - determine who can make system changes or run dataload files
- Roles & Permissions - determine who create and edit the roles in your system
Limited Permissions
In the simplest case, you'd fully grant or fully deny access. For example, you might allow supervisors to view all Near Miss Reports in the entire system. That's easy.
In some cases you may want a role to only access certain form responses - definitely not all of them. For example, you want Field Techs to see any Near Miss Reports from their own project, but not other projects. No problem - you can create complex, limited permissions that are based on the employee's profile information (in this case, Project).
Top Control Panel Features
Check out the Control Panel Overview or learn about specific features:
Employee Management »
Search and manage employees and view team member profiles including open tasks, training, recent reports, and more
Roles & Permissions »
Create your own roles and define choose from over 100 permissions for each role type
Scheduled Reports »
Schedule daily/weekly/monthly email reports to be sent to you and your team including recent reports, pending follow-ups, training status, inspection status, and more
Import Data »
Load large amounts of data through spreadsheets including employee profiles, training history, assets, inspection history, and more
iScout API »
The free iScout API offers your IT group programmatic access to iScout data
Wordsmith
Change iScout's default wording to match your preferences. For example, you may prefer 'Project' instead of 'Field Office'
Anniversaries
See which employees have an upcoming hire date anniversary
Employee Settings
Setup custom fields, default timezones, default message settings, and configure the welcome email
ScoutView
Give other companies limited access to view your employees and/or asset inspection status
Data Lists
Create and update lists of information used in forms - such as well-sites, rigs, projects, etc
New-Hire Evaluations
Setup automatic evaluation schedules for new-hire employees
Audit Log
Research changes to your data throughout the iScout application including change agent, date, and what was changed
Form Builder »
Build forms for your team to fill out including photos, signatures, and more
Training »
Setup your training requirements and let the system assign tasks and track status
Acknowledgments »
Send out acknowledgment tasks for your team members to sign off on
Assets & Inspections »
Schedule and assign asset inspections to your team
Reporting
Collect reports from your team in the field. Use a pre-built form or design your own. Setup instant alerts for problems.
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Training
Track training statuses and assign computer-based training. Design your own lessons or use the pre-built 2020 trainings.
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Resources Library
Share documents like operating procedures with your team in the field. Make documents available offline.
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Open-Task List
Each team member has an open-task list for inspections, training, acknowledgments, and more.
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Mobile Apps
Use the free iPhone / iPad / Android iScout apps for offline reporting, offline resources, qr-code scanning, and more.
