2.3.4 Manage Role

 

To View a Role:


  1. Locate the required Role (Search, Main Menu, Navigator, Overview)
  2. Select the Role from the results list
  3. Right-click on the Role (drop down menu is displayed)
  4. Click View Item tab
  5. Alternatively after step 2, click the View Item Label from Items grid or double click the Item.


Role View


To View Item Details:

 

  1. Right-click on the Role (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item Details tab
  4. Alternatively, select the Role and click the View Item label from menu at the top of results grid and then click the Item Details tab.

 

Role Details


To View Process Maps Where the Role is an Actioner:


  1. Right-click on the Role (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item Details tab
  4. Alternatively, select the Role and click the View Item label from menu at the top of results grid and then click the Process Maps tab.


Process Maps Associated with Role


Note, by using the filtering button you can filter the information presented.


To View Item History:


  1. Right-click on the Role (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item History Info tab
  4. Alternatively, select the Role and click the View Item label from menu at the top of results grid and then click the Item History tab.


Role History


To View Item Feedback History:


  1. Right-click on the Role (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item Feedback History tab
  4. Alternatively, select the Role and click the View Item label from menu at the top of results grid and then click the Feedback History tab.

Role Feedback History


Printing a Role:


  1. Right-click on the Item (drop down menu is displayed)
  2. Click View Item
  3. Click on the Print Icon (top right corner).



Note that Role Items are not printed to PDF but open a print dialog box.


Add the Role to your My Documents:


When adding a Role to your My Documents it will appear in the list of your My Documents.


  1. Click the Add to My Documents icon on the toolbar in the top right hand corner.



Submit Item Feedback for a Role:


You can submit Feedback about the Item as follows.


  1. Click the Feedback icon on the toolbar in the top right hand corner.



For details of how to submit Item Feedback please refer to Section 2.8.1.2.