Task Plan Templates roles

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Roles included with the Task Plan Templates application enable users to view, create, and edit task plan templates, template items, and template item conditions. Users can use these defined templates to automatically create tasks, child cases, and child case tasks for different types of cases.

    The following granular roles are included with the Task Plan Templates plugin (com.sn_task_plan_templates).

    Table 1. Granular roles installed with the Task Plan Templates application
    Role Description Contains roles
    sn_task_plan.admin​

    Can create, view, update and delete records in the following table:​

    ​

    • Task Plan Category [sn_task_plan_category]​

    • Task Plan Template Configuration [sn_task_plan_config]​

    • Task Plan Configuration Category [sn_task_plan_config_category]​

    • Task Plan Template [sn_task_plan_template]​

    • Task Plan Template Access [sn_task_plan_template_access]​

    • Task Plan Template Category [sn_task_plan_template_category]​

    • Task Plan Template Execution [sn_task_plan_template_execution]​

    • Template Item [sn_task_plan_template_item]​

    • Template Item Condition [sn_task_plan_template_item_condition]​

    • Template Item Configuration [sn_task_plan_template_item_config]​

    • sn_task_plan.creator​

    • sn_task_plan.delete​

    • sn_task_plan.report_viewer​

    • sn_task_plan.navigation_menu​
    sn_task_plan.viewer Can view information in the following tables:
    • Task Plan Template [sn_task_plan_template]
    • Template Item [sn_task_plan_template_item]
    • Template Item Condition [sn_task_plan_template_item_condition]
    sn_task_plan.writer Can view and update information in the following tables:
    • Task Plan Template [sn_task_plan_template]
    • Template Item [sn_task_plan_template_item]
    • Template Item Condition [sn_task_plan_template_item_condition]
    		 sn_task_plan.viewer
    sn_task_plan.creator Can create records in the following tables:
    • Task Plan Template [sn_task_plan_template]
    • Template Item [sn_task_plan_template_item]
    • Template Item Condition [sn_task_plan_template_item_condition]
    		 sn_task_plan.writer
    sn_task_plan.delete Can delete records from the following tables:
    • Task Plan Template [sn_task_plan_template]
    • Template Item [sn_task_plan_template_item]
    • Template Item Condition [sn_task_plan_template_item_condition]
    		 sn_task_plan.viewer
    sn_task_plan.report_viewer Can view the task plan template reports. sn_task_plan.viewer
    sn_task_plan.navigation_menu Can view the Task Plan Templates lists. sn_task_plan.viewer