- Permissions - Mtls & Reagents

Permissions and Settings for Materials and Reagents

The permissions relating to Reagents and Materials are confined to the OU where they are applied. Physical reagents and materials can be located anywhere in the organisation but their records must be assigned an Organisational Unit (OU) as a base. This allows managing the permissions by department and very granular roles can be created to grant different permissions to different users for the different activities involved. For example, someone from the purchasing department can be granted permission to check in stock but not to check it out.

When the Batch/Stock feature is enabled, the role, ‘Stock Editor’ provides specific permissions for both reagents and materials stock management, as shown below.

Permissions for Reagents

Permission Description
Reagents:Change Organizational Unit Allow a user to move reagent records to the selected organisational unit
Reagents:Check-in Stock Allow a user to check in stock of a reagent
Reagents:Check-out Stock Allow a user to check out stock of a reagent
Reagents:Create Reagents Allow a user to create reagent records
Reagents:Create Reports Allow a user to print a reagent report
Reagents:Delete Categories Allow a user to delete reagent categories
Reagents:Delete Measurement Units Allow a user to delete measurement units used in the system
Reagents:Delete Stock Lot Statuses Allow a user to delete stock lot statuses
Reagents:Delete Storage Conditions Allow a user to delete reagent storage conditions
Reagents:Delete Types Allow a user to delete reagent types
Reagents:Destroy Stock Allow a user to destroy reagent stock records
Reagents:Edit Categories Allow a user to edit reagent categories
Reagents:Edit Checked-out Stock Allow a user to edit checked-out reagent stock records
Reagents:Edit Measurement Units Allow a user to edit measurement units used in the system
Reagents:Edit Reagents Allow a user to edit reagent records
Reagents:Edit Stock Allow a user to edit reagent stock records
Reagents:Edit Stock Lot Statuses Allow a user to edit stock lot statuses
Reagents:Edit Storage Conditions Allow a user to create/edit reagent storage conditions
Reagents:Edit Types Allow a user to create/edit reagent types
Reagents:Enable/Disable Allow a user to enable and disable reagent records
Reagents:Link To Records Allow a user to create links to and from reagent records
Reagents:Move Stock Allow a user to move reagent stock records between locations
Reagents:Print Reagents Allow a user to print reagent records
Reagents:Remove Links Allow a user to remove links attached to reagent records
Reagents:Search Reagents Allow a user to perform a search for reagent records
Reagents:Search Stock Allow a user to search reagent stock
Reagents:Transfer Stock Allow a user to transfer reagent stock records to other Organisational Units
Reagents:View History Allow a user to view the change history for reagent records
Reagents:View Print History Allow a user to view the print history for reagent records
Reagents:View Reagents Allow a user to view reagent records

The roles, ‘Global Editor (excluding admin and personnel records)’ and ‘Global Editor (excluding admin)’ include all of the permissions.

The roles, ‘Global Viewer (excluding admin and personnel records)’, ‘Global Viewer (excluding admin)’ and ‘Reagent Viewer’ include the following permissions:

  • Reagents:Create Reports
  • Reagents:Search Reagents
  • Reagents:Search Stock
  • Reagents:View History
  • Reagents:View Print History
  • Reagents:View Reagents

The role, ‘Reagent Editor’ includes the following permissions:

  • Reagents:Change Organizational Unit
  • Reagents:Create Reagents
  • Reagents:Create Reports
  • Reagents:Delete Categories
  • Reagents:Delete Storage Conditions
  • Reagents:Delete Types
  • Reagents:Edit Reagents
  • Reagents:Edit Storage Conditions
  • Reagents:Edit Types
  • Reagents:Enable/Disable
  • Reagents:Link To Records
  • Reagents:Print Reagents
  • Reagents:Remove Links
  • Reagents:Search Reagents
  • Reagents:View History
  • Reagents:View Print History
  • Reagents:View Reagents

Permissions for Materials

The list of permissions for materials is the same as the one for reagents, only the name changes.

Permission Description
Material:Change Organizational Unit Allow a user to move material records to the selected organisational unit
Material:Check-in Stock Allow a user to check in stock of a material
Material:Check-out Stock Allow a user to check out stock of a material
Material:Create Material Allow a user to create material records
Material:Create Reports Allow a user to print a material report
Material:Delete Categories Allow a user to delete material categories
Material:Delete Measurement Units Allow a user to delete measurement units used in the system
Material:Delete Stock Lot Statuses Allow a user to delete stock lot statuses
Material:Delete Storage Conditions Allow a user to delete material storage conditions
Material:Delete Types Allow a user to delete material types
Material:Destroy Stock Allow a user to destroy material stock records
Material:Edit Categories Allow a user to edit material categories
Material:Edit Checked-out Stock Allow a user to edit checked-out material stock records
Material:Edit Material Allow a user to edit material records
Material:Edit Measurement Units Allow a user to edit measurement units used in the system
Material:Edit Stock Allow a user to edit material stock records
Material:Edit Stock Lot Statuses Allow a user to edit stock lot statuses
Material:Edit Storage Conditions Allow a user to create/edit material storage conditions
Material:Edit Types Allow a user to create/edit material types
Material:Enable/Disable Allow a user to enable and disable material records
Material:Link To Records Allow a user to create links to and from material records
Material:Move Stock Allow a user to move material stock records between locations
Material:Print Material Allow a user to print material records
Material:Remove Links Allow a user to remove links attached to material records
Material:Search Material Allow a user to perform a search for material records
Material:Search Stock Allow a user to search material stock
Material:Transfer Stock Allow a user to transfer material stock records to other Organisational Units
Material:View History Allow a user to view the change history for material records
Material:View Material Allow a user to view material records
Material:View Print History Allow a user to view the print history for material records

The roles, ‘Global Editor (excluding admin and personnel records)’ and ‘Global Editor (excluding admin)’ include all of the permissions.

The roles, ‘Global Viewer (excluding admin and personnel records)’, and ‘Global Viewer (excluding admin)’ include the following permissions:

  • Material:Create Reports
  • Material:Search Material
  • Material:Search Stock
  • Material:View History
  • Material:View Material
  • Material:View Print History
    The role ‘Material Viewer’ has the same as above, except for, ‘Material:Search Stock’.

The role, ‘Material Editor’ includes the following permissions:

  • Material:Change Organizational Unit
  • Material:Create Material
  • Material:Create Reports
  • Material:Delete Storage Conditions
  • Material:Delete Types
  • Material:Edit Categories
  • Material:Edit Material
  • Material:Edit Storage Conditions
  • Material:Edit Types
  • Material:Enable/Disable
  • Material:Link To Records
  • Material:Print Material
  • Material:Remove Links
  • Material:Search Material
  • Material:View History
  • Material:View Material
  • Material:View Print History

Stock Editor Role

The permissions for the Stock Editor role complement those of the materials and reagents ‘editor’ roles:

  • Reagents:Check-in Stock
  • Reagents:Check-out Stock
  • Reagents:Delete Measurement Units
  • Reagents:Delete Stock Lot Statuses
  • Reagents:Destroy Stock
  • Reagents:Edit Checked-out Stock
  • Reagents:Edit Measurement Units
  • Reagents:Edit Stock
  • Reagents:Edit Stock Lot Statuses
  • Reagents:Move Stock
  • Reagents:Search Stock
  • Reagents:Transfer Stock
  • Material:Check-in Stock
  • Material:Check-out Stock
  • Material:Delete Stock Lot Statuses
  • Material:Destroy Stock
  • Material:Edit Checked-out Stock
  • Material:Edit Stock
  • Material:Edit Stock Lot Statuses
  • Material:Move Stock
  • Material:Search Stock
  • Material:Transfer Stock

Reagents & Materials Stock Settings

There are no administration settings for reagents and materials but the batch/stock feature needs to be enabled by the iPassport support team for it to be available. If using iPassport to manage stock and the feature is not enabled (the tabs, ‘Search Material Stock’ and ‘Add Stock’ are not visible) please contact us ([email protected]).


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