Role Access Reference - Review Features

Review Features covers access to actions performed on individuals other than yourself, that is, people you manage or supervise to some extent. Who you can see in the system is determined by User Visibility.

Review Features

The table below describes the access permissions for Review Features > Review Features.

Feature Access Permission Description
Review Menu Read Only and Unrestricted provide access to the Workspace menu for users with the role.
Organization Review Read Only and Unrestricted provide access to the Organization Review tab in the Review page (Home > Workspace > Review).
Overall Status Unrestricted access enables the role to withdraw a learner's enrollment in a course when reviewing them in the Career Development Center (Workspace > Review > Review Learning Center > Learning). 
Instructor Read Only provides access to the Teach menu (Home > Teach) for users with the role.
Detailed Review by Instructor

Read Only provides access to the transcript properties in the Review Participants page (Home > Teach > Session Administration > Review Participants), where the role can view transcript properties.

Unrestricted access additionally enables the role to edit transcript properties and participant status.

Enroll Participant from Teach Review Unrestricted access enables the role to enroll participants in a course from the Review Participants page (Home > Teach > Session Administration > Review Participants).
Report Manager Read Only provides access to the Report Manager page (Home > Reports). If you specify No Access, the role cannot access the Report Manager.
Dashboard Unrestricted provides access to the report dashboard page (Home > Reports > Dashboard).
Direct Appraiser Review Read Only and Unrestricted provide access to the Direct Appraiser Review tab in the Review page (Home > Workspace > Review).
Group Review Read Only and Unrestricted provide access to the Assigned Group Review tab in the Review page (Home > Workspace > Review).
Task Approval

Read Only and Unrestricted provide access to the Task Approval page (Home > Workspace > Task Approval). Furthermore, Read Only access enables the role to delegate approval, launch the course, and access resource references. 

Unrestricted access additionally enables the role to approve the task.

Enrollment Approval Read Only and Unrestricted provide access to the Enrollment Approval page (Home > Workspace > Enrollment Approval), where users with the role can approve or deny enrollment requests.
Withdrawal Approval Read Only and Unrestricted provide access to the Withdrawal Approval page (Home > Workspace > Withdrawal Approval), where users with the role can approve or deny withdrawal requests.
Ext. Training Approval Unrestricted provides access to the Ext. Training Approval page (Home > Workspace > Withdrawal Approval), where users with the role can view external training records pending approval and update their status.
Certification Approval Unrestricted provides access to the Certification Approval page (Home > Workspace > Certification Approval), where users with the role can view certifications pending approval and either approve or deny them.
Supervisor Assessment Unrestricted provides access to the Supervisor Assessments page (Home > Workspace > Supervisor Assessments), where users with the role can launch supervisor assessments.
Enrollment Wizard

Unrestricted provides access to the Enrollment Wizard page (Home > Workspace > Enrollment Wizard), where users with the role can enroll selected participants in selected courses.

Unrestricted access to the Change Enrollment Status feature is needed to or change the enrollment status of participants in the Enrollment Wizard.

Review Enrollment Read Only and Unrestricted provide access to the Review Enrollment page (Home > Workspace > Review Enrollment), where users with the role can view the transcript details and history of course participants.
Enroll Other Users Unrestricted access enables the Enroll Other Users button in the Course Details page. When users with the role click Enroll Other Users the Enrollment Wizard opens and the role can enroll learners. Therefore, the Enrollment Wizard must also be enabled for the role.
Integrate User Calendar

Read Only and Unrestricted enable the role to access the Integrated User Calendar (Home > Workspace > Integrated User Calendar).

No access prevents the role from accessing the Integrated User Calendar and removes it from the Workspace menu.

Change Enrollment Status Unrestricted enables the Change Enrollment Status option in the Action field in the Enrollment Wizard.
Review Terms of Use Unrestricted provides access to the Terms of Use section of user records in order to review the agreement status.
Course Checklist

Read Only and Unrestricted provide access to the Course Checklist page (Home > Workspace > Review). 

Unrestricted access additionally enables the role to mark checklist items as completed or incomplete.

Review Submenu Features

The table below describes the access permissions for Review Features > Review Submenu Features.

Feature Access Permission Description
Learning Center Summary Read Only and Unrestricted provide access to the Learning Center Summary in the Career Development Center, where the role can view Competency Training Status, Certifications Awarded, Training Plan courses and the other users in the reviewee's learning group.
Review Records/Transcript

Read Only provides access to the Records/Transcript tab on the Learning page in the Career Development Center, where the role can view and print transcript details and assign courses to the reviewee.

Unrestricted access additionally enables the role to make changes to transcript data (including additional enrollment information) and withdraw users from enrolled courses.

Review Transcript History Read Only provides access to the Transcript History from the Transcript Details page in the Career Development Center. The role must also have at least Read Only access to the Records/Transcript tab on the Learning page. 
Review External Training History

Read Only provides access to the External Training Records tab on the Learning page in the Career Development Center, where the role can view external training records. 

Unrestricted access additionally enables the role to add an external training record.

Review Certifications

Read Only provides access to the Certifications page in the Career Development Center, where the role can view the reviewee's certifications and those awaiting approval. 

Unrestricted access additionally enables the role to award new certifications in the Career Development Center.

Review Accounts

Read Only provides access to the Accounts page in the Career Development Center, where the role can view the reviewee's account information relating to each training session. 

Unrestricted access additionally enables the role to add additional account information for training sessions.

Review Enrollment Requests

Read Only provides access to the Enrollment Requests page in the Career Development Center, where the role can view a list of the the reviewee's enrollment requests. 

Unrestricted access additionally enables the role to drill-down to the course description for each enrollment request.

Profile Summary

Read Only provides access to the Employee Profile page in the Career Development Center, where the role can view the reviewee's employee information. 

Unrestricted access additionally enables the role to edit the Profile Summary and Other Information sections.

No access prevents the role from accessing the Employee Profile page, and from accessing the View Profile and Send Mail actions under Contact Group Members in any Knowledge Center.

Employment Information

Read Only provides access to the Employment Information in the Employee Information page in the Career Development Center, where the role can view the reviewee's employment information. 

Unrestricted access additionally enables the role to edit the employment information.

Contact Details

Read Only provides access to the Contact Details in the Employee Information page in the Career Development Center, where the role can view the reviewee's employer contact details. 

Unrestricted access additionally enables the role to edit the contact details.

Resumé

Read Only provides access to the Resumé in the Employee Information page in the Career Development Center, where the role can download the reviewee's resumé. 

Unrestricted access additionally enables the role to upload and delete a resumé.

Education

Read Only provides access to the Education History in the Employee Information page in the Career Development Center, where the role can view the reviewee's education. 

Unrestricted access additionally enables the role to add, edit and delete education history items.

Work History

Read Only provides access to the Work History in the Employee Information page in the Career Development Center, where the role can view the reviewee's work history. 

Unrestricted access additionally enables the role to add, edit and delete work history items.

Language Skills

Read Only provides access to the Language Skills in the Employee Information page in the Career Development Center, where the role can view the reviewee's language skills. 

Unrestricted access additionally enables the role to add, edit and delete language skills.

User Attribute Extension

Read Only provides access to the User Attribute Extension information in the Employee Information page in the Career Development Center, where the role can view the reviewee's user attribute extension values, if configured. 

Unrestricted access additionally enables the role to add and edit user attribute extension values. The role additionally requires unrestricted access to any user attributes in order to update their values.

Relocation Interests

Read Only provides access to the Relocation Interests information in the Employee Information page in the Career Development Center, where the role can view details of the reviewee's willingness to relocate, if configured. 

Unrestricted access additionally enables the role to add, edit or remove relocation details.

Assign Module Unrestricted enables the role to assign learning modules to the reviewee from the action menu on the Reviews page and from the course catalog page.
Training Plan

Read Only provides access to the Training Plan page in the Career Development Center, where the role can view the reviewee's training plan. 

Unrestricted access additionally enables the role to create edit and delete training plan entries (course suggestions).

Career Development Center

Read Only and Unrestricted provide access to the Career Development Center from the Review pages (Workspace > Review).

Career Center Summary Read Only and Unrestricted provide access to the Career Center Summary page in the Career Development Center.
Competencies

Read Only provides access to the Competencies page in the Career Development Center, where the role can view the reviewee's competencies and drill down to the details for each.

Unrestricted access additionally enables the role to award competencies and update their proficiency levels, and assign competencies from the action menu on the Review pages (Workspace > Review).

Job Profiles

Read Only provides access to the Job Profiles page in the Career Development Center, where the role can view the reviewee's job profiles and update the level of any associated competencies.

Unrestricted access additionally enables the role to assign and de-assign job profiles.

Review Development Goals

Read Only provides access to the Goals page in the Career Development Center, where the role can view the reviewee's development goals. 

Unrestricted access additionally enables the role to assign goals from the Review pages, and edit and delete them from the Goals page.

Review My Files

Read Only provides access to the My File page in the Career Development Center, where the role can view and download files previously uploaded for the reviewee. 

Unrestricted access additionally enables the role to upload files.

Training Gap Analysis Read Only and Unrestricted provide access to the Training Gap Analysis page in the Career Development Center, where the role can view the courses required for different job profiles, including those assigned to the reviewee, and drill down to the Course Details pages.
Learning Path Read Only and Unrestricted provide access to the Learning Path page in the Career Development Center, where the role can view the learning path for the reviewee.
SCORM Global Objectives Read Only and Unrestricted provide access to the SCORM Global Objectives page in the Career Development Center, where the role can view any SCORM global objectives reported by SCORM courses for the reviewee.
Learning Group

Read Only and Unrestricted provide access to the Learning Group page in the Career Development Center, and Learning Group section of the Learning Center Summary page, where the role can view the profiles of other users in the reviewee's learning group.

Unrestricted access additionally enables the role to send emails to other users in the learning group.

Session Transfer

Unrestricted access enables the role to apply a Session Transfer when reviewing users in the Career Development Center.

This access permission does not affect Session Transfer in the Participants page in the Catalog Editor.

Review Incomplete Exam Attempts Unrestricted provides access to the Exam Review page for the reviewee's incomplete exams from the Learning page in the Career Development Center
Modify Competency Expiry Unrestricted enables the role to edit the expiry date of the reviewee's competencies, accessed from the Competencies page in the Career Development Center