Reports - Standards

The privileges related to report writing appear in the Reports and Axon Standards and Reports - Standards categories as shown in the tables below.

Within these categories, there are "static" privileges, as well as workflow privileges. Generally, the static privileges determine which buttons and options appear to users when they open an inbox or report. The workflow privileges determine which actions a user can take on a report, depending on its current state (Draft, Review, etc.).

In addition to these Reports privileges, users must also have Task Inboxes privileges to access reports from task inboxes.

Reports - Records and Standards

Name

Description

Additional required privileges

Create

Create reports

Lets users create any type of report in Axon Records and Axon Standards. Users must have this privilege in addition to all other privileges to create specific kinds of reports.

Users must also have the following privileges in the report's workflow:

  • Draft State - Create Tasks
  • Draft State - Submit tasks from the Draft State

Additionally, users must have Create privileges for the reports the user must be able to create.

Edit

Review and edit in-progress reports

 

Reveals a Review and edit action in the More actions [...] menu in Report Writer. With this privilege, users can edit an in-progress report while it is in any Review state except for the Finalized state. (Users must be assigned to the report to Review and Edit it.)

This privilege applies to all Records reports, including contributions.

Users must also have the following privileges in the report's workflow:

  • Draft State - Create tasks
  • Draft State - Submit tasks from the Draft state

Print

Configure print options and settings

Lets users adjust the printing options and settings when they are printing reports. Without this privilege, users can still print but not adjust any print settings.

  

Print reports

Lets users print reports.

  

Self-finalize

Self-finalize supplement reports

Lets users finalize supplements they have created.

Write

Generate draft narratives using the AI-powered Draft One

Lets users use Draft One to generate draft narratives for reports.

Reports - Standards

Name

Description

Additional required privileges

Create

Create Standards reports

This privilege must be enabled to let users create any reports in Axon Standards.

Users must also have the following privileges in the report's workflow:

  • Draft State - Create tasks
  • Draft State - Submit tasks from the Draft state

Custom Names

Edit the custom names of Standards reports, case documents, and case tasks

Lets users edit report and document names even if they don't have the Create tasks workflow privilege that would allow them to create that type of report.

Some report names can't be edited, including: incident reports, bookings, property reports, permits, and warrants.

  
Delete

Delete author-owned fields

Author-owned fields are fields a report author adds to a report that only they can edit or remove.

This privilege lets users delete author-owned fields other uses have created.

  

Delete in-progress Standards reports

Lets users delete reports that are in any state (Draft, Supervisor Review, etc.) except the Finalized state.

Users must also have the Finalized State - View tasks privilege in the report's workflow.
Finalize

Finalize Standards reports

Lets users select Finalize report on the routing screen when submitting a report. When this option is selected, the report is immediately moved to the Finalized state without further review.

When this privilege is enabled, the Finalize report option appears for all report types.

 

Revert finalized Standards reports

Lets users revert finalized reports. The report is moved back to the Review state.

  

Reassign

Change the author of in-progress Standards reports

Lets users change the author of an in-progress report while it is in the Draft status.

  

Reassign Standards reports

Lets users change the author of a report while it is in a Review status.

  

View

View all Standards reports

This master switch allows users to view all reports in any state.

To allow users to only view reports based on their state, use the View tasks workflow privileges in the states the user should be able to view.

View finalized Standards reports

Lets users view all finalized reports, regardless of the workflow they belong to.

To allow users to only view reports based on their workflow, use the Finalized State - View tasks workflow privileges.

Workflows

Once created, a report moves through a workflow, for example, Draft → Review → Finalized. Each state is associated with multiple privileges, which give you granular control over which users can take actions on a report, based on its current state.

Workflows in Axon Standards generally include the following states:

  • Draft (In Progress)
  • Review
  • IA Investigation
  • IA Review
  • Finalized

Standards workflows are flexible; reports do not move in one direction through the workflow (i.e., In Progress → Review → IA Investigation → Finalized.). Instead, reports can move between any of the states. For example, a report can move through the workflow as follows:
A flowchart displaying six stages of a process, with arrows indicating the direction of progression. The first row shows three stages: In Progress in a blue box, Review in a purple box, and IA Investigation in a yellow box, followed by IA Review in a red box. A downward arrow loops from IA Review back to Review. The second row shows three stages: Review in a purple box, IA Investigation in a yellow box, and Finalized in a green box. The flowchart highlights a feedback loop between the review and investigation stages before finalization.

If a report is rejected at any point, it is returned to the original author who can revise and resubmit it for review.
A flowchart showing two stages: In Progress in a blue box on the left and Review in a purple box on the right. Solid arrows point from In Progress to Review and back, indicating a loop. Additionally, a dashed arrow points from Review back to In Progress, creating another loop between the two stages.

For more information, see Create Axon Standards Workflows.

The privileges for workflows appear at the end of the Reports - Standards category. Each workflow has its own subcategory, and within that subcategory, privileges are sorted by state. The states are listed alphabetically, not by the order in which they appear in the workflow (e.g., Finalized, which is the final state, appears before Review).
The image displays the Reports - Standards section with privileges grouped into categories such as Create, Delete, and Reassign, each showing the number of privileges allowed alongside options to Allow All or Prohibit All. A highlighted section expands Workflow - Write IA Report, showing subcategories like Draft State, Finalized State, and Review State. Each subcategory lists the number of allowed privileges with options to manage them.

The hover tooltip for the Draft State - Create tasks privilege provides additional details about the workflow as a whole, and not just the Create tasks privilege.
The image displays the Workflow - Write IA Report subcategory. Under Draft State, a privilege for Create tasks includes a tooltip that explains how reports move through the workflow.

The table below explains how each workflow privilege works. Keep the following in mind when reviewing this table:

  • This table is an exhaustive list of all possible workflow privileges.
    • Not every workflow contains the states listed in the table.
    • Some workflows may have a state but not all privileges associated with the state as shown in the table.
  • For consolidation purposes, a single Review state is listed, although some workflows may have multiple Review states.

Name

Description

Additional required privileges

Add comments

States: Draft, Review

Lets users add comments in the report sidebar.

Assign tasks to others

States: Draft, Review

Lets users reassign reports (currently assigned to themselves or to other users) to other users.

To change the author of reports currently in the Draft state, users must also have Reassign privileges.

Assign tasks to themselves

States: Draft, Review

Lets users reassign reports to themselves.

To change the author of reports currently in the Draft state, users must also have Reassign privileges.

Create tasks

States: Draft

Lets users create reports

Users must also have the following privileges:

Delete tasks

States: Draft, Review

Lets users delete reports that are in any state (Draft, Supervisor Review, etc.) except the Finalized state.

Users must also have Delete privileges

Revert finalized reports

States: Finalized

Lets users revert finalized reports. The report is moved back to the Review state.

  

Submit tasks from the {State name} state

States: Draft, Review

Lets users approve and reject tasks in the indicated state. When a task is approved, it moves to the next state in the workflow. When a task is rejected, it moves to the Draft state.

The Draft state version of this privilege lets users submit reports for review. (i.e., reveals the Submit button in Report Writer.)

View tasks

States: Draft, Review, Self-Finalized, Finalized

Lets users view reports

Users must also have Task inbox privileges for the task inboxes that contain the reports.

Additionally, users must also have View privileges.