EBS Central support management role group
Central roles for support manager
The roles for support manager in Central are described in the following table.
| Role | Allows users to... |
|---|---|
| EBS4 Support Manager User | Access the Support Fund Manager button on the Start ribbon and the Support Plan Manager tab in the learner module for the current learner. |
| Full Assessments | View, add, and update assessments in Support Plan Manager. |
| Full Delivered Support | View and add delivered support records for a learner in Support Plan Manager, and create a delivered support record from a planned record. |
| Full Fund | View and add funds, learners, and group costs in Fund Manager, update ILR records, and export records to files in Fund Manager. |
| Full Planned Support | View and add planned support records for a learner in Support Plan Manager. |
| Support Manager Super User | This role is not currently used. |
| View Assessments | View, but not edit, assessments in Support Plan Manager. |
| View Delivered Support | View, but not edit, Delivered Support records in Support Plan Manager. |
| View Fund | View the Funds and Learners pages of Fund Manager. The buttons in the Support Manager ribbon are disabled. |
| View Planned Support | View, but not edit, Planned Support records in Support Plan Manager. |
| ENG Update ILR | Update ILR records for learners. This can be done from the Learners page of Fund Manager. |
| WAL Update LLWR | This role is not currently used. |
Ontrack Staff Hub roles for fund manager
The roles for fund manager in Ontrack Staff Hub are described in the following table.
| Role | Allows users to... |
|---|---|
| Create and update delivered plan items | Create and update delivered plan items in fund manager. |
| Create and update fund | Create and update funds in fund manager. |
| Create and update fund assessment | Create and update fund assessments in fund manager. |
| Create and update fund learners | Create and update fund learners in fund manager. |
| Create and update fund plan items | Create and update fund plan items in fund manager. |
| Delete fund | Delete funds in fund manager. |
| Delete fund assessment | Delete fund assessments in fund manager. |
| Delete fund delivered plan items | Delete fund delivered plan items in fund manager. |
| Delete fund learners | Delete fund learners in fund manager. |
| Delete fund plan items | Delete fund plan items in fund manager. |
| View fund assessments | View fund assessments in fund manager. |
| View fund delivered plan items | View fund delivered plan items in fund manager. |
| View fund learners | View fund learners in fund manager. |
| View fund manager admin actions | View fund manager admin actions in fund manager. |
| View fund manager plan items | View fund manager plan items in fund manager. |
| ENG Update ILR | Update ILR records for learners in fund manager. |