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A Role is a function which is identified in the Management Review process. Each role is assigned to a user and a sequence number; the functions are to be completed in sequential order by the user assigned.

Roles can be created 2 ways: 

• Incident Role - This option allows users to create roles for individual incidents.
• Default Location Role - This option allows the Location Administrator to create default roles for a specific location.

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Step-by-step

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Instructions:

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. 

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2. Select the Incident ID from the Incident list

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5. Click on the "Edit", Tab.

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

   
   

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

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4. Complete al mandatory fields for the new Role.
5. Click on the Save button. 

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

   
   

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Additional Information: 

Field Name	Description	Mandatory/Optional	Image(s)
Role*	Enter the name of the role	Mandatory field	Image Added
Primary Owner*	Select a user from the Pick List who will be the assigned owner to the new role created	Mandatory field	Image Added
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	Image Added
Mandatory Approval	Select Yes/No from the drop down menu to determine if the approval is required	Optional field	Image Added

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