Changes for page Responsibility Creation

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1 1  What is Responsibility Creation?
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3 3  * Responsibility Creation involves relating staff, clients, and organizational units.
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6 6  ** a staff person and [[__Clients__>>url:http://wiki.objectivearts.com/bin/view/Documentation/Clients]]
7 7  ** a staff person and another staff person, e.g. __[[Supervisor Responsibilities>>url:http://wiki.objectivearts.com/bin/view/Documentation/Supervisor+Responsibilities]]__
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9 -Responsibility creation is similar to / synonymous with "Visibility." As you will notice through the instructions below, administering responsibilities is effectively a way to determine various levels of visibility, authority, and credentials for the numerous users in your organization. Through the defining and assigning of responsibilities, Admin Users can essentially dictate the abilities of staff/users at distinct levels. Since this is the case, you must first complete the Role Creation aspect of your organization and then move into this process.
11 +NOTE: Responsibility creation and administration is similar to / synonymous with "Visibility." As you will notice through the instructions below, giving and administering responsibilities is effectively a way to determine various levels of visibility, authority, and credentials.
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12 -Use the following procedure for administering staff responsibilities:
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15 -~1. In the Administration Menu, click on the "Responsibilities..." option, as shown below.
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17 -[[image:responsibility creation 1.PNG]]
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21 -1.1 This will display the screen shown below. On the left pane, there is a staff list with the standard selection buttons and filtering capabilities.
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23 -1.2 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.
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25 -[[image:responsibility creation 2.PNG]]
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28 -2. To administer (whether you are adding new or removing existing) responsibilities, begin by selecting the staff person whose responsibilities you are looking to alter.
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30 -2.1 Selecting that staff member (by double clicking on their name) will cause their information to present itself in the right pane. Below, for example, we selected John Doe.
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32 -[[image:responsibility creation 3.PNG]]
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36 -3. Now that you have the staff member pulled up and can see the role(s) assigned to them, you can begin creating responsibilities for them.
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38 -3.1 Note that there are 4 different types of responsibilities which you can choose to alter. Hence, you will notice 4 tabs under the staff member's information, as seen below.
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40 -[[image:responsibility creation 4.PNG]]
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42 -3.2 Responsibility types
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45 -* **Org Unit**: short for Organizational Unit, this tab allows you to assign staff persons to specific organizational units
46 -* **Staff**: this tab allows you to add or remove other staff members (listed in conjunction with their roles) as responsibilities of the staff member you are dealing with
47 -* **Client**: this tab allows you to place clients under the authority of the staff person (i.e. make them that person's responsibility)
48 -* **Rpt Unit**: short for Reporting Unit, this tab allows you to associate the staff member with any tags and RUs
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55 -4. Let's begin with looking at organizational units. Under this tab, you will find all possible OUs available
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57 -4.1 Select an OU which you want to add and press the "Add OU Responsibility" button to add it to that person's responsibilities. This should cause the OU to gray out in the left pane and show up in the right one.
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59 -4.2 If you are removing an OU, select the OU from the right pane (which will allow you to the now grayed out "Remove Responsibility" button) and press the "Remove Responsibility" button.
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61 -4.3 Be sure to save your changes to ensure they go into effect by pressing the "Save" button on the bottom.
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63 -[[image:responsibility creation 5.PNG]]
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67 -5. Next, we have the staff tab. Under this tab, you will find all staff members who your selected staff member can be made responsible for.
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69 -5.1
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71 -[[image:responsibility creation 6.PNG]]
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