Last modified by karimpirani on 2014/07/07 17:59
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edited by karimpirani
on 2014/07/07 15:48
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edited by karimpirani
on 2014/07/07 15:56
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6 6  
7 7  0. Prerequisites:
8 8  
9 -0.1 Roles have been defined in [[Role Administration>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165536/Help+-+Role+Administration]]
9 +0.1 Roles have been defined in [[Role Assignment>>doc:Role Assignment]]
10 10  
11 11  0.1.1 A Worker role has been defined which has a basic set of create/view/edit permissions defined.
12 12  
13 13  0.1.2 A Supervisor role has been defined which has at least the same set of permissions defined as the worker role.
14 14  
15 -0.2 Staff users have been defined in [[Staff Administration>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165533/Help+-+Staff+Administration]]
15 +0.2 Staff users have been defined in [[User Creation>>doc:Administration: User Creation]]
16 16  
17 17  0.2.1 At least one user has been assigned the Worker role
18 18  
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20 20  
21 21  
22 22  
23 -~1. In the Administration sidebar, click on the "Responsibilities..." option.
23 +~1. In the Administration option under "System Setup" located in the top menu bar, click on the "Responsibilities..." option.
24 24  
25 25  1.1 Double-click on the staff person you wish to assign a supervisory responsibility.
26 26  
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30 30  
31 31  1.4 Below the staff list are controls to allow you to navigate to different pages of the list, as well as refresh the list.
32 32  
33 -1.5 **Note **that the staff person may have multiple roles (check the "Assigned Roles" dropdown to see if there is more than 1 item). For such users, a different set of supervisor responsibilities can be assigned for each role. Also, if a staff person's supervisor responsibilities have been defined for one role, those responsibilities are NOT inherited/copied to other roles for that staff person.
33 +1.5 **Note **that the staff person may have multiple roles (check the "Assigned Roles" drop-down to see if there is more than one item). For such users, a different set of supervisor responsibilities can be assigned for each role. Also, if a staff person's supervisor responsibilities have been defined for one role, those responsibilities are NOT inherited/copied to other roles for that staff person.
34 34  
35 35  
36 36  
37 -image here
37 +[[image:supervisor responsibilities 1.PNG]]
38 38  
39 39  
40 +
40 40  2. Assign this user with supervisor responsibility for one or more staff members with the following steps:
41 41  
42 42  2.1 Double-click on the staff member that this user is responsible for. The staff member will appear in the right pane.
43 43  
44 -2.2 To remove an Supervisor Responsibility, click on the item in the right pane and then click on "Remove Responsibility"
45 +2.2 To remove a Supervisor Responsibility, click on the item in the right pane and then click on "Remove Responsibility"
45 45  
46 -
47 +[[image:supervisor responsibilities 2.PNG]]
47 47  
48 -Image here
49 49  
50 +3. Repeat step 2 for additional Supervisor Responsibility assignments.
50 50  
51 -3. Repeat step 2 for additional Supervisor Responsibility assignments
52 52  
53 -
53 +4. Click on the user's "Assigned Roles" drop-down in the User's profile area. If this user has additional roles, select another role and repeat step 2 & 3 for each role. For example, as seen below, John Doe might have more than one role assigned to him. If this is the case, be sure to select the second (or third) role and apply the same - or different, if you prefer - responsibilities to John Doe.
54 54  
55 -4. Click on the user's "Assigned Roles" dropdown in the User's profile area. If this user has additional roles, select another role and repeat step 2 & 3 for each role.
55 +[[image:supervisor responsibilities 3.PNG]]
56 56  
57 -
58 58  
59 59  5. Click on the Save button to save this information.
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