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.
Pre-requisite:
- User must have applicable permissions for Management Review
- Default Location Role is created in the Setup by Administrator(s) with applicable permissions
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Step-by-step Instructions:
Creating Management Review Roles for an Incident:
- Click on the "Modules" Icon.
- Click on the "Incident Management" Menu Item.
- Click on the "Manage Incident Reports" Menu Item.
- Select the Incident ID from the Incident list.
- Click on the Edit button located to the right of Management Review.
- Click on the Add button from the Management Review Role Setup screen to create a new role.
- Complete al mandatory fields for the new Role.
- Click on the Save button.
Repeat steps 6 through 8 to add additional roles.
Additional Information:
| Field Name | Description | Mandatory/Optional | Image(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 created | Mandatory 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 Approval | Select Yes/No from the drop down menu to determine if the approval is required | Optional field |
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