Create new role
QMS administrators can create and assign new staff roles. A staff role can be a job title (e.g. human resources manager) or a broad indicator of responsibilities (e.g. office worker).
The purpose of Roles within the QMS are to:
- indicate responsibilities for process steps
- assign required reading to QMS users
To achieve these purposes Roles added to the QMS can be:
- attached to specific policies, processes and documents; and
- assigned to specific staff members that have an account on the QMS (i.e. Users)
Only users with certain QMS access levels can manage the functions of Roles. For instance, only Administrators can assign Roles to Users and only users with editing access can add Roles to content or process steps. Users with Process Viewing access are unable to make any changes related to Roles or view the Roles available on the system.
The QMS is pre-loaded with various Roles to allow process step responsibilities to be added to the processes. To make changes to these existing Roles, refer to Edit roles page.
Tip
The Ageing Australia Quality Team run regular group training sessions for QMS Administrators on Required Reading and Roles. Find the training schedule on the Upcoming Training Sessions page.
Create new role
Field | Description |
|---|---|
Role name | The name of the role as it will be displayed. This is the only compulsory field. |
Description | A description of the role (e.g. the duties fulfilled by a person in that role, reporting hierarchy etc). |
Role type | The nature of the role. Note, there are no functional difference for the different role types. |
Other roles | Any other roles that are linked to the role. Completing this field is not a recommended field as this may impact required reading assignments. |
Relevant material | Content items which are linked to the role for the purposes of required reading. Refer to Assign Required Reading for more information. |
Keywords for search | Keywords for search purposes. Note this is not considered a necessary field. |
Remove from view | Tick box to move the role to Hidden Items for archiving purposes.
|
Approve and publish role
Important
You will not be able to edit any change summaries/release notes once the latest version is published.
Field | Description |
|---|---|
Label this release | The official name of this release. |
Release notes | Details about what updates were made. |
Post a news item about this when the items are published | You can post a news item on the Home tab to notify users about the new role. |
News item title | Title of the news item that will appear in the Home tab. |
News message | The message that appears under the news item title. |
Include link in release summary | If selected, this option will allow you to include a link to the release notes for the item. |