Role Business Process
Use the Role business process to manage roles and rates, which are then used in the Timesheet business process.
Characteristics
This is a Company-level business process without a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
Creating a Role Record
Create a Role record by navigating to Company Lists and Pickers / Role on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.
Complete the Role form and attach related documents, if needed. After completing the form, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to the Company Workspace tab, and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Role.
- On the Role page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Submit.
Completing the Role Form
Key Information
Key Information about this Role record
| Field Name | Access | Description |
|---|---|---|
| Role Name | Required | |
| Role ID | Required | |
| Effective From | Required | Date when the rate is available |
| Effective To | Required | Date when the rate is no longer available |
| Standard Rate | Required | Standard rate for the Role |
| Overtime Rate | Editable | Overtime rate for the Role |
| Transaction Currency | Required | If there are multiple currencies defined, use this field to specify a currency other than the project currency. |
| Status | Required |
Description
Description of the Role
| Field Name | Access | Description |
|---|---|---|
| Short Description | Editable | Enter a description of 250 characters or fewer. |
| Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Record Information
System information about this record
| Field Name | Access | Description |
|---|---|---|
| Record Number | Read-Only | System-assigned record number |
| Creator | Read-Only | Creator of this record |
| Creation Date | Read-Only | Date that the record was created |
| Record Last Update Date | Read-Only | Date that the record was last updated |