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Administrators will have the ability to create default Management Review Role(s) for a location. 


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titlePre-requisite:
  • User must have the appropriate permissions assigned to them as part of their Location Administrator role.
  • User must also have the appropriate permissions for Management Review.


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Step-by-step Instructions:

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  1. Click on Setup.
  2. Click on Location Setup.
  3. Click on Module Setup


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  4. Select the Management Review menu item located under Indicent Incident Management.  

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  5. Click on the Add button. 

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  6. Complete all mandatory fields for the new Role.
  7. Click on the Save button.  

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    Click on the Ok button. 


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  8. Repeat steps 5 through 8 to add additional roles. 


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Additional Information: 


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

Mandatory field

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Primary Owner*Select a user from the Pick List who will be the assigned owner to the new role createdMandatory field
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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
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Mandatory ApprovalSelect Yes/No from the drop down menu to determine if the approval is requiredOptional field
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