In each process description, you enter a role from your organisation in the "Responsible" column. You can store these roles, such as sales manager or production employee, centrally in the Q.wiki and then use them decentrally when modelling the process.
The role dashboard is easily accessible via the left navigation. Here you have an initial overview of the available levels and suitable roles.
In the upper area, you can narrow down your results using three filters:
- Location: Choose between global and site-specific roles; in case of multisite systems, this function provides you with the various sites that have been set up.
Role title: Here you can search for the title of a role.
Role status: Select whether you want to see all, only active or only archived roles.
Central content of the page is the information about levels, roles and their details.
The left column (1) divides the roles into different levels, the middle column (2) shows the current roles in the selected level and the right column (3) shows detailed information about a role. Depending on the configuration of your system, you can also edit roles in this view.
You add new roles at the top right of the dashboard. These roles are automatically added to the overview at the currently selected location and level.
You can define the role via various fields. You can use the "Level" field to make a hierarchical classification in your company. It is recommended to assign the roles according to the hierarchical level and to define staff positions as overarching.
a) Linking content to roles
In the third column of the role dashboard, you can see in which content the selected role is used.
b) Linking roles to people and roles to content
In the user profiles, it is possible to see for each user which roles this user has. In addition, the two buttons behind the role name can be used to display the role details and the assigned content of the role.
In the editor of the wiki pages there is a role widget in which the appropriate role can be selected from a list.
Then select the corresponding location in the first selection field and the corresponding role in the second selection field.
You will find the new widget in edit mode and also in view mode of the processes. In view mode, it provides a pop-up with more information about the role and a direct link to the role details in the dashboard.
You need key user rights to carry out the following steps.
If it is necessary to restrict editing, this can be done via the group administration using the "RoleManagementGroup". As long as no users have been added to this group, the creation and editing of roles is possible for everyone.
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