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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Task Plan Templates roles

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).

RoleDescriptionContains 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.viewerCan 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.writerCan 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.creatorCan 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.deleteCan 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\_viewerCan view the task plan template reports.sn\_task\_plan.viewer
sn\_task\_plan.navigation\_menuCan view the Task Plan Templates lists.sn\_task\_plan.viewer