Roles & Permissions

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

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  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.