Articles on: Controls & inspections
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Visibilities & authorizations of controls & inspections


General information on visibility & authorizations can be found in the following article: Visibilities & authorizations


Customize visibility

A control / inspection is visible to Basic teams of participants (organizers / participants / distributors) by default when it is created. The visibility can be adjusted both during creation and after creation via the shield icon By authorized users. The visibility can only be restricted to the extent that the control / inspection is / remains visible to all participants.


Controls & inspections have limited visibility for all persons in the project. For details see Visibilities & authorizations in details.


Adjusting the visibility of a control / inspection has no influence on the visibility of linked elements in the protocol of the control / inspection (e.g. Linked documents, images, tasks, journal entries, etc.).



If a participant is added to a control / inspection after it has been created, for whom it was previously only restrictedly visible, a corresponding message appears to add the Basic team of the participant to the visibility. In this case, you can either accept the automatically adjusted visibility or select a different team so that the control / inspection is visible to all participants.



Visibilities & authorizations in details


Controls / inspections


Project administrator

Project coordinator

Creator

Organizer

Participants

Other users

Create

*

*

*

Display / Edit

Show in list | * | * | * | * | * | * | * |

Show title, location & date | * | * | * | * | * | * | * |

Edit title, location & date

*

*

*

Show participants | * | * | * | * | * | * | * |

Edit involved

*

*

*

Show options

*

*

*

Edit options

*

*

*

Show protocol (*)

*

* With viewing rights *

*

*

*

* With viewing rights *

Edit protocol

*

*

*

Export preliminary protocol

*

*

*

Give for approval

*

*

*

Show approval

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* With visual right *

*

*

*

* With visual right *

Grant approval

*

*

*

* Pers. Approval *

rework protocol

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*

*

Show visibility | * | * | * | * | * | * | * |

Edit visibility

*

*

*

Derive template

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*

*

Copy / Create follow-up date

*

*

*

Delete

*

*

*


(*) Linked elements can only be opened by a user if they are visible to that user. For details see Visibilities & authorizations.



Control / acceptance templates


Project administrator

Project coordinator

Creator

Other users

Create (*)

*

*

* Pers. Template *

Display / Edit

Show in list

*

*

*

* With visual right *

show details

*

*

*

edit details

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*

*

Pin

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*

*

* With visual right *

Use

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*

*

* With visual right *

Copy

*

*

*

* With visual right *

Delete

*

*

*


(*) Project templates can only be created by project administrators and project coordinators. Personal templates can be created by all users. For companies with a team package, cross-project templates can also be created.


Controls, inspections, visibility, inspection log, team visibility, organizer, access, authorization, rights

Updated on: 29/07/2025