Administrators will have the ability to create default Management Review Role(s) for a location.
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- 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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- Click on Setup.
- Click on Location Setup.
- Click on Module Setup.
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- Select the Management Review menu item located under Indicent Incident Management.
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- Click on the Add button.
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- Complete all mandatory fields for the new Role.
- Click on the Save button.
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Click on the Ok button.
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- Repeat steps 5 through 8 to add additional roles.
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Additional Information:
Field Name | Description | Mandatory/Optional | Image(s) |
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Role* | Enter the name of the role | Mandatory field | Image Modified |
Primary Owner* | Select a user from the Pick List who will be the assigned owner to the new role created | Mandatory field | Image Modified |
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 Modified |
Mandatory Approval | Select Yes/No from the drop down menu to determine if the approval is required | Optional field | Image Modified |
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