Creating / Updating / Deleting Roles

Roles are used to help track positions held by Members of your team during Activities. Track those roles and responsibilities and produce Year-End Reports on frequency and currency for each member of personnel in each role.

Quickly Navigate to a Specific Section in this Article:

1. Creating a New Role
2. Updating an Existing Role
3. Deleting a Role (we only recommend performing this action for items added in error)

Creating a New Role

1. Go to Intelligence > Roles
2. Select Create New Role
3. Give your role a title such as Team Leader or Training Instructor
4. You can add your role to a bundle to organize common roles together, for example HazMat or Training
5. Set the costing (if applicable), you can also bulk edit the costing details to all roles
6. Click Add Role

Updating an Existing Role

1. Go to Intelligence > Roles
2. Click on the relevant role
3. Select Updates Details
4. Update the information 
5. Click Save Changes

Deleting a Role

1. Go to Intelligence > Roles
2. Click on the relevant role
3. Select Updates Details
4. Click Delete Role
5. Type in the prompted word in the space to confirm
6. Click I understand the consequences, delete and that role will no longer appear