Define the roles you need on the Job Rolestab in the Main System Setup.
Within the Departments tab, click Required Roles.
At the left, select the department to require roles for.
Click Change Role Requirements. The pop-up is asking "If a role is missing from a job, do what?" To the right click of that column click the down arrow of the role you wish to set requirements for. You will see a list of drop-down choices. You can pick from the following:
Nothing, role isn't required: Users are not required to add this role to the job.
Warn on dept completion if missing: When the selected department is completed on a job, Chronicle will warn the user if the selected role is missing.
Warn every time job file is closed if missing: When the user tries to close the job file, if the selected department is part of the job, Chronicle will warn the user if the selected role is missing. The user will have a choice about whether to add the missing role or whether to exit anyway.
Require to Complete Dept: When the selected department is on a job, Chronicle will prevent the user from completing the department if the selected role is missing.
Prevent closing the job file if missing: When the user tries to close the job file, if the selected department is part of the job, Chronicle will prevent the user from closing the file; the user must add the role to the job to be able to close the job file.
Warn every time job file is closed & require before completing the dept if missing: When the user tries to close the job file, if the selected department is part of the job, Chronicle will warn the user if the selected role is missing. The user will have a choice about whether to add the missing role or whether to exit anyway. However, when the user tries to complete the department, Chronicle will prevent the user from completing the department if the selected role is missing.
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