Adding Roles to a Position

One or more roles can be added or attached to a position. The following rules apply when attaching roles to a position:

If you are adding a role to an Active position, you must manually activate the role before it appears in the Person record.
A role that is attached to a position transfers to a Person record and can only be deactivated from the Position record, not from the Person record.

From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
In the Training Management section, click Position.
Result: The Positions list window is displayed.
Click the arrow next to the name of the position and select Role.
Result: The Role tab is displayed.
Click Action > Add.
Result: The Position Role window is displayed.
Enter information in the following fields:

Field	Description
Role	Zoom from this field and select the role(s) you want to attach to the position. Check the checkbox(es) of the role(s) to be added and then right click and select Select to attach. If you add multiple roles, an asterisk is displayed in the Role field. Click the folder link to see all of the roles.
Primary Role	Identify the role that is primary. The primary role is the role used by the user to log into the SmartSolve system. By default, the first role attached to the position becomes the primary role. If you want to change primary role, you must edit the role attached to the position and select the Primary Role option.
Ad-hoc Role	If this checkbox is checked, any user with the appropriate rights will be able to remove this role from any Person record that has been assigned this position. If it is not checked, the role cannot be removed from the Person record and is considered a Must Have role.
Activate Now	Check this checkbox if you want the position role to activate when the record is saved.