Roles refers to all Business Roles/System Roles that exist within the Organisation that are applicable to the Change Management Project. For Example: Advertising Specialist and Brand Manager. There are pre-existing Roles that have been set up in Serendata but they can be fully edited to reflect the Roles that exist within your Project.
This article details how to:
Delete an existing Roles
Edit an existing Role
Create a new Role
Edit an Existing Role
If there is a long list of pre-existing Roles, it is possible to perform a search for the required Role.
Step | Action |
1 | Click Note: The Cog displays all sections that need to be completed in order. |
2 | Select Core Data. |
3 | Select Roles from the Sub Menu. |
in the bottom left-hand corner of the Home Screen.There are pre-existing Roles within Serendata. When each role can be expanded out where the names of all personnel in this Role will be stored and displayed. Key information stored by Role includes:
Role Name
Business Area
Number of People in the Role
Step | Action |
4 | Click |
that corresponds to the Role you wish to Edit.This will display a list of further options, those options being Edit and Delete.
Step | Action |
5 | Click Edit to modify an existing Role(s). |
A side panel will open on the right-hand side of your screen. The Role Name and Business Area fields are populated.
Step | Action |
6 | Click in the Role name* field to edit the title of a Role. |
7 | Apply the required update. |
8 | Click in the Business area * field to display other Sub Roles that the Role can be assigned to. |
9 | Select the required Sub Role. |
10 | Click |
to apply the changes.Note: Should you wish to exit the screen at any stage without applying any changes, click
Delete an Existing Role
To delete an existing Role:
Step | Action |
1 | Click |
that corresponds to the Role you wish to Delete.This will display a list of further options, those options being Edit and Delete.
Step | Action |
2 | Click Delete to remove an existing Role(s). |
The following system message is displayed:
Step | Action |
3 | Click |
to confirm the deletion.
Create a New Role
To create a new Role within Serendata:
Step | Action |
1 | Click |
.
Step | Action |
2 | Enter the new Role Name in the Role name * field. |
3 | Click in the Business area * field to display a list of possible Business Areas that the Role can be attached to. Note: If the required Business Area does not exist, it must first be created within Business Areas. |
4 | Click |
to apply the changes.The new Role will appear within the Role list.
This completes the guide for Creating and Maintaining Roles.
