Wiki source code of Supervisor Responsibilities

Version 1.1 by sghareeb on 2014/06/14 18:10
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1 Supervisor Responsibilities allows you to associate users in your organization with a supervisor user who is responsible for them. This Supervisor Responsibility association will allow a supervisor user to view and interact with the client data visible to the users they supervise.
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5 Use the following procedure for establishing supervisor responsibility for :
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7 0. Prerequisites:
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9 0.1 Roles have been defined in [[Role Administration>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165536/Help+-+Role+Administration]]
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11 0.1.1 A Worker role has been defined which has a basic set of create/view/edit permissions defined.
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13 0.1.2 A Supervisor role has been defined which has at least the same set of permissions defined as the worker role.
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15 0.2 Staff users have been defined in [[Staff Administration>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165533/Help+-+Staff+Administration]]
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17 0.2.1 At least one user has been assigned the Worker role
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19 0.2.2 At least one user has been assigned the Supervisor role.
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23 ~1. In the Administration sidebar, click on the "Responsibilities..." option.
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25 1.1 Double-click on the staff person you wish to assign a supervisory responsibility.
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27 1.2. Click on the "Staff" tab.
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29 1.3 Just to the right of the Admin sidebar is a staff list with the standard selection buttons and filtering capabilities.
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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.
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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.
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37 image here
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40 2. Assign this user with supervisor responsibility for one or more staff members with the following steps:
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42 2.1 Double-click on the staff member that this user is responsible for. The staff member will appear in the right pane.
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44 2.2 To remove an Supervisor Responsibility, click on the item in the right pane and then click on "Remove Responsibility"
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48 Image here
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51 3. Repeat step 2 for additional Supervisor Responsibility assignments
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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.
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59 5. Click on the Save button to save this information.