Note: this Guide uses the NSOC category as an example, however, the same process applies to all audit categories
1. To work on your Responsibility Groups, start by navigating to your Configure category page:
From the next screen, select
.
2. On the following screen, you can:
a) Add a Responsibility Group by clicking here:
This brings up a popup box where you will need to give the new Responsibility Group
a name
a one-letter reporting code (make sure this is different from the existing Responsibility Groups)
a colour
b) Edit a Responsibility Group by clicking here:
c) Delete a Responsibility Group by ticking a box here and then clicking Submit at the bottom:
Be very careful before deleting a Responsibility Group. You must first ensure that no Actions for that Responsibility Group are assigned to any Elements.
d) Add or remove Contacts for a Responsibility Group by clicking the number here:
Contacts will receive an email for each audit that identifies Actions for their Responsibility Group.