Perspective provides for a high level of information security and the ability to share your Incident Management system across locations, departments, and employees. Its unique security layers give you the flexibility to segregate and consolidate vast amounts of data—while controlling who can see what—through a sophisticated system of workgroups, organizational rollups, and access levels, combined with field and function level security.
How Does It Work?
Your system set-up begins with the assignment of your data to workgroups. These workgroups may be based on department, location, corporate level, division, or some other structural element of your organization. For example, if your organization chooses to base its workgroup set-up on its departments, sample workgroups could be Human Resources, Health & Safety, and Security.
Workgroups
- Human Resources
- Security
- Health & Safety
The next stage of data segregation is to apply organizational rollups. These allow you to further compartmentalize data by subdividing workgroups; they may contain up to four tiers. For example, if you need to segregate your data by department and by region, you could establish a workgroup for each department
and add organizational rollups that reflect your company’s geographic locations (e.g., Africa, South America, North America, Pacifica, and Asia). A four-tier organizational rollup could include continent as the first tier, country as the second, state or province as the third, and city as the fourth.
Workgroups
- Human Resources
- Security
- Health & Safety
Organizational Rollups
- Africa
- South America
- North America
- Pacifica
- Asia
In addition, you also have the ability to segregate data based on access levels. There are five access levels in Perspective, with Level 1 designating records that are unclassified and Level 5 marking data that is extremely confidential.
Workgroups
- Human Resources
- Security
- Health & Safety
Organizational Rollups
- Africa
- South America
- North America
- Pacifica
Access Levels
- 1
- 2
- 3
- 4
- 5
Just as every record in Perspective is designated an access level, organizational rollup, and one or more workgroups, all users in Perspective are similarly assigned these security protocols. Users may only view records that fall within the parameters of their access rights. For example, in the diagram below, the user represented by the yellow highlighting is only able to access records assigned to the Security workgroup and the North America org rollup, with an access level of 3 or less.
Workgroups
- Human Resources
- Security
- Health & Safety
Organizational Rollups
- Africa
- South America
- North America
- Pacifica
- Asia
Access Levels
- 1
- 2
- 3
- 4
- 5
User visibility may be even further refined with field and function level security. While workgroups, organizational rollups, and access levels specify which records a user is able to access, field and function level security go a step further to specify precisely which sections of a record a user can see (forms, sub-forms, and fields), as well as what they are permitted to do with this data (read, add, edit, and/or delete).
See also: