Roles

Overview

Both Project and Quality/CAPA have a Roles option, their functions are similar. This article takes Project's as an example

Project Roles are used to identify a specific user or users who own a particular set of responsibilities for a given project. In addition to being used for classification and reporting purposes, project roles can be used to automatically assign users to a given workflow.

Project Roles are assigned and viewed on the Roles page of the Project form (Desktop).

Roles are assigned to users on a per Project basis. Project Roles can be used to automatically assign users to signoff workflows. When defining users for signoff stages you can use Project Role indicators. For each Role defined in the Administrator, a Project Role indicator will be listed among the users when assigning signoff users.

When Desktop assigns workflow users for a given object, it will detect Project Role indicators, and then attempt to determine the appropriate users based on the projects assigned to that item.

Adding Roles

To add a role, click the Add toolbar button. This will present the New Role panel.

When defining a role, you will set the following:

Option	Description
Role	Specify the priority name
Description	Specify a description of the priority
Role Tyle	Specify whether the field can be assigned a single user or multiple users

Editing Roles

To modify a role, click the Edit icon on the list. This will invoke the Edit Role dialog box.

Once the desired changes are made, click the Update button to save the changes.

Removing Roles

To remove an entry, click the Delete icon on the list.

You will be asked to verify the removal.

Enabling Roles

Deleting an entry will "disable" the record in the database. You can view disabled entries by checking the Display Disabled option.

You can activate/enable the entry by clicking the Enable icon.