Summary of Tasks by Role

The following table summarizes many of the tasks or rights of administrators, evaluators, individuals, and auditors. The first tasks the table lists are tasks that administrators perform using the PT Admin application. Users perform the rest of the tasks using the PT User application.

Although the PT application lets you enter your own personal information into the Eval database, you must first be recognized as a member of the Windows NT® local group account (or of the Active Directory™ on a Windows® 2000 system). Similarly, you can voluntarily join a group only if a record for you is already present in the Eval database.

Task Administrator Evaluator Auditor Individual
Create groups Yes No No No
Copy a group Yes No No No
Add individuals (other than yourself) to a group Yes No No No
Assign evaluators to groups Yes No No No
Assign auditors to groups Yes No No No
Add individuals to the application database Yes No No No
Add yourself to a group (with the role of individual) Yes, if a record for you is already present in the database Yes, if a record for you is already present in the database Yes, if a record for you is already present in the database Yes, if a record for you is already present in the database
Add yourself to the application database Yes, if a record for you is already present in the directory Yes, if a record for you is already present in the directory Yes, if a record for you is already present in the directory Yes, if a record for you is already present in the directory
Create activities Yes Yes No No
Assign activities to a group No Yes No No
Copy activities No Yes No No