Content Item Access Table

The first table below shows who can access documents and questionnaires in the each workflow status and with each of the three main security levels.

The second table below shows who can access campaigns in each workflow status. (Campaigns have a preset security level of All Users, which cannot be changed, and can only contain documents and questionnaires assigned the All Users security level.)

Access to Documents and Questionnaires

Workflow Status

 

Description

 

Roles with Access

Security Level: All Users

Security Level: Restricted - High

Security Level: Restricted - Severe

Draft

Contains documents and questionnaires not yet submitted for review or approvaland those that, after completion of the review or approval process, have been revised or declined by one or more assigned reviewers or approvers.

Administrators and any document/questionnaire owner, , proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers

Administrators and only the assigned document/questionnaire owner and proxy authors with active tasks

Collaboration

Contains documents and questionnaires submitted to assigned writers but not yet finishes by all assigned writers.

Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers

Administrators and only the assigned document/questionnaire owner, proxy authors, and writers with active tasks

Review

Contains documents and questionnaires submitted for review but not yet reviewed by all assigned reviewers.

Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers

Administrators and only the assigned document/questionnaire owner, proxy authors, and reviewers with active tasks

Approval

Contains documents and questionnaires accepted by all reviewers or submitted directly to approval but that have not yet been acted on by all assigned approvers.

Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers

Administrators and only the assigned document/questionnaire owner, proxy authors, and approvers with active tasks

Pending

Contains approved documents and questionnaires that have not yet reached their designated publication/start dates—the dates when they will move into the Published/Started status.

Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire, and sometimes assignees*

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, approvers, and sometimes assignees*

Administrators and only the assigned document/questionnaire owner, proxy authors, and sometimes assignees* with active tasks

Published/

Started

Contains documents and questionnaires accepted by all assigned reviewers (if any) and approvers and that have been published upon approval or on their designated publication/start date.

Administrators and any document/questionnaire owner, proxy author, writer, reviewer, approver, or assignee, whether or not assigned to the document or questionnaire

Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, approvers, and assignees

Administrators and only the assigned document/questionnaire owner, proxy authors, and assignees with active tasks

Archived

Contains previous versions of documents and questionnaires, documents replaced by new documents, and manually archived documents and questionnaires.

Administrators and any user assigned the Archived Content role

Administrators and any user assigned both the Archived Content role and the Document/Questionnaire Owner, Proxy Author, Writer, Reviewer, or Approver role

Administrators and any user who is both assigned the Archived Content role and is assigned as the document/questionnaire owner or proxy author for the current document or questionnaire

*Assignees can access a document or questionnaire in Pending status if the Require completion before publication option is currently selected in the Properties Wizard.

Access to Campaigns

Workflow Status

 

Description

 

Roles with Access

 

Draft

Contains campaigns not yet set as approved.

Administrators and any campaign owner, whether or not assigned to the campaign

Pending

Contains approved campaigns that have not yet reached their designated start dates—the dates when they will move into the Started status.

Administrators and any campaign owner, whether or not assigned to the campaign

Started

Contains campaigns set as approved and that have been published upon approval or on their designated start date.

Administrators and any campaign owner, whether or not assigned to the campaign

Archived

Contains previous versions of campaigns and manually archived campaigns.

Administrators and any user assigned the Archived Content role