What are the various roles defined in role matrix?

Bhavin P

Last Update hace un año

There are 4 roles defined for any user in GoVal v1.4 but customer can request for any custom roles to suit their requirements:

  1. Admin (CSV Admin/Project Manager)
  2. Creator (Creator/Author of Document)
  3. Approver (Reviewer and Approver of Document)
  4. Executor (Test Case Executor)

Let us understand the purpose of each role here.


1. Admin

This role mainly controls the below modules/activities

  • Project creation and update.
  • Adding/updating document types for a project.
  • Update the document name and document id, if required.
  • Document re-order in Document Summary.
  • Enable/disable the sequential flow of documents.
  • Create/Update/Delete/Publish the document data for:
    • Requirements
    • GxP Assessment
    • Validation Plan
    • Specifications
    • Risk
    • Test cases
    • Qualification Report
    • Traceability Matrix
    • Compliance Report
    • Validation Summary Report
    • System Release Certificate and other custom documents.
  • Defining Workflow setup for document.
  • Revising the document.
  • Inventory and Periodic process verification schedule.
  • Task transfer for other project users.
  • Maintain Master Data like User Management, Location, Department, System, Template Library, Equipment, Periodic Review etc.
  • Maintain Settings Data like Level Configuration, Date Time format, Tasks and Schedules, Table of Content and PDF Settings.
  • Access to DMS and Project Documents to view documents.
  • View complete Audit Trail for the project across locations.

2. Creator

This role mainly controls the below modules/activities

  • Create/Update/Publish the document data for:
    • Requirements
    • GxP Assessment
    • Validation Plan
    • Specifications
    • Risk
    • Test cases
    • Qualification Report
    • Traceability Matrix
    • Compliance Report
    • Validation Summary Report
    • System Release Certificate and other custom documents.
  • Adding attachments and references to documents.
  • Send document for External Approval.
  • Task transfer of only their own tasks to another user
  • Access to DMS to view documents.
  • View own Audit Trail data.

3. Approver

This role mainly controls the below modules/activities

  • View/Approve the document data for:
    • Requirements
    • GxP Assessment
    • Validation Plan
    • Specifications
    • Risk
    • Test cases
    • Qualification Report
    • Traceability Matrix
    • Compliance Report
    • Validation Summary Report
    • System Release Certificate and other custom documents.
  • Send document for External Approval.
  • Task transfer of only their own tasks to another user
  • Access to DMS to view documents.
  • View own Audit Trail data.

4. Executor

This role mainly controls the below modules/activities

  • Create/Update/Execute the test case data 
  • Create/Update Discrepancy Form
  • Task transfer of only their own tasks to another user
  • Access to DMS to view documents.
  • View own Audit Trail data.

Note: The download access is defined at user level. Hence only specific users irrespective of their roles will have option to download a document from DMS/Project documents.

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