Allocating an Accountable Person to an Overall Responsibility record
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Access the Overall Responsibility records list.
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The ‘Overall Responsibility List’ page is displayed. Click on the Overall Responsibility record to display its details.
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The ‘Overall Responsibility’ page is displayed with that record. Click the Allocated To tab.
Add a new Allocated To
Only Administrator or Administrator - Accountability position’s can add new Allocated To records.
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Click the Add Allocated To 1 icon.
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Select a Position 1. When a Person 1 is selected, the Accountable To Person 4 may also display. Select the date range From 2 and To 3. Click the Save 5 icon to save the Allocated To.
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Or, click the Cancel 6 icon to stop adding the Allocated To.
Edit Allocation Dates
Only Administrator or Administrator - Accountability position’s can add edit Allocated To records.
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Click the Allocated To 1 record.
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Update the From 1 and To 2 fields as required. Then click the Save 3 icon to save these updates.
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Or, click the Cancel 4 icon to stop the update.
Delete an Allocated To
Only Administrator or Administrator - Accountability position’s can delete Allocated To records.
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Click the Delete this Allocation 1 icon on the Allocated To record.
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The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
View Show Person
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Click the Show Person 1 icon on the Allocated To record.
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The Show Details window displays.
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