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Setting up Management Review Roles

Setting up Management Review Roles

Owned by Mahendra Meesa
Last updated: Apr 24, 2022 by Bikash Mallick

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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.



Pre-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:

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. 


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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

19.1 Update

  • Has a checkbox available to include Investigation Responsibility Team as Owner in Module Setup as well as Incident Summary >> Role Setup
  • If the checkbox is checked for a Role, Investigation team will be included as owners in the Role when Management Review starts
  • Any change made in Incident Investigation responsibility team after Management review has started will reflect in Management review once the Role is saved again
  • For Management Review Setup screen from Incident Summary, if the check box is unchecked, respective Investigation Team user names will not be removed from Primary owner field. Un-checking the field will only prevent any changes in Investigation Team to reflect in the role.




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