Creating Role

To create role in the Role Maintenance window:
  1. Select the Add icon from the Role Maintenance tool bar. Add button is disabled if you have selected any role in the grid. The New Role window is displayed.

    Figure 13-40 Role Definition (add) window


    This illustration shows the Role Definition (add) window. The window has panes such as, Role Maintenance and User Info. To add a role definition, you need to specify the Role Code, Role Name, and Role Description in the Role Maintenance pane.

  2. Enter the role details as tabulated. You can also see pre-defined Codes for reference.
    The following table describes the fields in the Role Definition (add) window

    Table 13-24 Fields in the Role Definition (add) window and their Descriptions

    Field Description
    Fields marked in red asterisk (*) are mandatory.
    Role Code Enter a unique role code. Ensure that there are no special characters and extra spaces in the code entered. For example, ACTASR to create Action Assessor.
    Role Name Enter a unique name for the role. Ensure that the Role Name does not contain any special characters except space.
    Role Description Enter the role description. Ensure that the Role Description does not contain any special characters except space.
  3. Click Save to upload the role details. The User Info grid at the bottom of Role Maintenance window display metadata information about the role created.