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Creating Default Management Review Role(s) for a Location Additional Information

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

Pre-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.

Step-by-step Instructions:

Creating a Default Management Review Role for a location:

Click on Setup.
Click on Location Setup.
Click on Module Setup.
Select the Management Review menu item located under Incident Management.
Click on the Add button.
Complete all mandatory fields for the new Role.
Click on the Save button.
Repeat steps 5 through 8 to add additional roles.

Additional Information:

Field Name	Description	Mandatory/Optional
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 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