Create a Role

A role contains a set of permissions required to perform various tasks. Example: Role1 may include, the permission to create a work order, update a work order, and so on.

1. Select Roles.
   The Roles page appears, displaying the list of roles.
2. Select .
   The Create Role page appears.
3. Provide values as specified in the following table

   Field	Description
   ROLE NAME	Provide a unique name for the role.
   ROLE DESCRIPTION	Provide a description for the role.

4. Select a role category from the ROLE CATEGORY list.
   The relevant permissions appear in the PERMISSIONS workspace.

   ROLE CATEGORY	PERMISSIONS (with description)
   Work Order Execution	Execute a work order The ability to execute a work order by clocking on, clocking off, confirming completed quantities, logging quality variables and completing execution. Consume raw material The ability to search for a raw material lot and consume quantity. Create raw material lots The ability to create raw material lots. Change lot identifiers The ability to modify the serial numbers or lot identifiers within a work order.
   Work Order Management	Create a work order The ability to create a new work order. Change a work order plans The ability to change the planned start or end dates or the priority of a work order. Change lot identifiers The ability to modify the serial numbers or lot identifiers within a work order. Cancel a work order The ability to cancel a work order that has not been started. Edit a work order The ability to modify operation definitons within a work order. Clock off others The ability to clock off any user that is currently clocked on.
   Time Booking	Moderate time booking records The ability to edit other users time booking records. This permission is only applicable at a site level resource.
   Comments	Moderate comments The ability to edit and delete other users comments. This permission is only applicable at a site level resource.

5. Switch the toggles of the permissions you want to include in the role.
6. Repeat steps 4 and 5 to include permissions of other role categories.
   Note: The Summary page appears, displaying the list of selected role categories and permissions.
7. Select Create.