In this tutorial, I will show you how to configure Roles and Privileges for the SMS Module.

The Safety Management System, or SMS Module, allows you to keep track of all the SMS events to keep your reporting simple and well-documented. 

When you add or edit an event there are 5 tabs in the dialog window, the first three tabs: General, Advanced, and Documents are for creating an event. These tabs are usually accessible to students, instructors, or any other role that may need to register an event. The last two tabs: Assessment and Actions, should be reserved for the SMS Manager to assess the event or whoever else needs to access this information.

MANAGE ROLES AND PRIVILEGES: (0:51)

Let me show you:

1. First, log in to your account.

2. Go to the Users Module.

3. Click on the Roles button on the top right-hand corner of the page.

4. Select a role from the drop-down list.

5. Go to the SMS tab

6. Here you can select the criteria. 

• Check off the box “View SMS Module”.

• The “View own events” box will be checked by default because users can always see the events they created.

• If you check off "view all events", users with the selected role will be able to see events created by other users as well.

• You can also allow users with the selected role to add, edit, assess, and delete events. The option to assess allows users to perform a full assessment including identifying the primary problem, contributing factors, and human factors. The assessment tab includes a pre-assessment evaluation and classification.  The option to assess also gives access to the actions tab where users can note the actions to take and the actions that have been taken. The privilege to assess will also add a check box on the general tab for a MOR (Mandatory Occurrence Report). MOR will display as checked off on the list of events and can be used as a filter in the SMS events. The objective of the Mandatory Occurrence Report is to improve aviation safety by ensuring that relevant information on safety is reported, collected, stored, protected, and disseminated. The option to assess also allows users with the selected role to change the status to initial,  in progress or closed on the general tab. The option to assess, for example, should be reserved for the SMS Manager only.

MANAGE ROLES AND PRIVILEGES FOR STUDENT/INSTRUCTOR ROLE: (2:51)

Let me give you a brief example of how to configure the privileges for the role Student or Instructor:

• I would allow them to view the SMS Module.

• I would leave the box unchecked to view all events since I only want them to view the reports they created.

• I would give them access to add, edit and delete an event.

• But I would not allow them to assess events. This will restrict access to the Assess and Actions tabs.

STUDENT/INSTRUCTOR'S VIEW: (3:21)

Let’s see how this looks.

MANAGE ROLES AND PRIVILEGES FOR SMS MANAGER ROLE: (3:30)

Now for the SMS Manager:

I would check the box “View SMS Module”

• And I would give them the privilege to view all events since users with this role are responsible for managing all the safety events.

• I will also allow the role SMS Manager to add and edit events.

• I will give users with this role the privilege to assess the events. They will have full access to the Assessment and Actions tabs. 

• And finally, I will allow this role to delete an event.

SMS MANAGER'S VIEW: (4:02)

Now, let’s see how this looks. In contrast to the Student role, the SMS Manager role has complete access to the SMS Module.

Set up your Roles and Privileges configuration for the SMS Module according to the access you want to grant to each role.

For more information about the SMS Module, please watch the other tutorials.