There are different levels of access to the system per role (e.g. Auditor or Scheme Manager) and each role has the ability to view/edit information on the platform (or not see certain information at all).
Roles and Rights:
- Scheme Manager: CB main representative. The SM role allows managing user rights in CertifierOS and issuing of certificates. It is limited to a certain CB organization.
- User administration: Administering users, onboarding new users, and assigning roles and skills.
- Farm Assurance Product registration: Applying for and registering different Farm Assurance Products.
- Audits: Can create and review, and audit when needed.
- Certification: Issuing certificates.
- CB Assist: Assists the Scheme Manager and the Certification Committee
- User Support: Assisting Scheme Managers with user management.
- Data Entry: Entering Producer Master Data and Certification Scope Data.
- Certification: Issuing certificates.
- Audit Scheduler: Serves as the planning user to support the Scheme Manager. Thus role handles the producer master data, audit registration, the scheduler to operate audits via the mobile app.
- Audit planning: Creating audits, defining scopes, and assigning personnel.
- Scheduling: Scheduling audit activities on-site
- Auditor (Farm or QMS): Audit execution. It has limited access in the system, and the data visibility depends on the list of audits assigned to the user with this role.
- Audit execution: Conducting audits and recording results, including non-conformities.
- Corrective actions: Following up on corrective actions for non-conformities
- Recommendation: Providing recommendations for certification
- Auditor (Farm or QMS) & CB Assist: This role has the combined rights of the "Auditor (Farm or QMS)" and the "CB Assist” roles as outlined above. It is designed for CBs that want to allow auditors having full access to the CB's producers. Assigning this role to a user does not change any responsibilities under the LCA and that all actions by auditors remain fully under the CB’s liability.
- Reviewer: Checks and approves audit reports and corrective actions, making certification recommendations. Has limited access in the system, and the data visibility depends on the list of audits assigned to the user with this role.
- Audit review: Reviewing audit reports
- Approval: Approving audits and corrective actions.
- Recommendation: Offering recommendations for certification.
- CB Committee: Has limited access in the system, and the data visibility depends on the list of audits assigned to the user with this role.
- Decision-making: Determining certification outcomes/taking certification decisions.
- Signatory: Approves certificates. Is going to be implemented soon.
- Certificate approval.
- Signing: Applying the "name stamp" to certificates.
- CB Portal User: With this role, the ability to explore the system is limited to read-only mode.
- CB Mobile Role: Same as the CB Portal User.
- Auditor (Farm or QMS) Mobile Role: Same as Auditor (Farm or QMS).
Important Information:
CertifierOS users must have only one role assigned at any time. If a user is assigned multiple roles, they will be unable to operate within COS.
If a user needs to perform a task that their current role does not permit, the CB Scheme Manager must update the user’s role.
Example:
A user with the Auditor role who needs to act as a Reviewer must have their role changed to Reviewer.
To resume audit activities later, the role must be switched back to Auditor.
