Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info
titlePre-requisite:
  • User must have applicable permissions for Management Review
  • Default Location Role is created in the Setup by Administrator(s) with applicable permissions


Step-by-step Instructions:

Anchor
mgmtrev_role
mgmtrev_role
Creating Management Review Roles for an Incident:

  1. Click on the "Modules" Icon.
  2. Click on the "Incident Management" Menu Item.
  3. Click on the "Manage Incident Reports" Menu Item. 



  4. Select the Incident ID from the Incident list.

  5. Click on the Edit button located to the right of Management Review. 


  6. Click on the Add button from the Management Review Role Setup screen to create a new role.

  7. Complete al mandatory fields for the new Role.
  8. Click on the Save button. 


  9. Repeat steps 6 through 8 to add additional roles. 


Back to the top

Anchor
additional
additional
Additional Information: 


Field NameDescriptionMandatory/OptionalImage(s)
Role*Enter the name of the role

Mandatory field


Primary Owner*Select a user from the Pick List who will be the assigned owner to the new role createdMandatory field

 

Approval Due Date*

Enter the number of Days in the text box

T is equal to the completion date,

T1 is equal to the amount of days you would like to give the Role to complete their function plus the Completion date.


Mandatory field
 
Mandatory ApprovalSelect Yes/No from the drop down menu to determine if the approval is requiredOptional field

...