1.4 Creating Positions/Roles

The importance of creating positions and roles are as follows:

• Allows assignments to be made by position therefore delegating responsibility and providing accountability and transparency
• Becomes critical for the notification and escalation of outstanding tasks
• Allows data to be displayed by role/position
• Ensure notign slips through the cracks as users switch in and out of positions/roles
• Can assist creating teams to undertake strategy and planning

Step 1: Click settings button

 

Step 2: Click “Positions” 

 

Step 3: Then click “Create position”

 

Step 4: Enter the “Position Description”

 

Step 5: Enter a “Position Code”

 

Step 6: Enter the reporting line for the Position in the “Position Reporting To” field from the drop down menu.

 

Step 7: Click Create

 

A completed example for reference and the display on the status screen.