Activating Position Roles

Only roles that have a status of Pending can be activated within a position. The following rules apply when activating position roles:

• If you are attaching Inactive roles to an Active position, you must activate the role in order for it to display in the person’s records.
• A role can also be activated from the Person record.
• Activating a position that has many Inactive roles will also activate all attached roles.

 

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the Training Management section, click Position.
   Result: The Positions list window is displayed.
3. Click the arrow next to the name of the position and select Role.
   Result: The Role tab is displayed.
4. Check the checkboxes of all Pending roles to be activated.
   
5. Click Action > Activate.
   Result: The role displays a status of Active.

See Also

Viewing the Position Detail Record

Creating Positions

Editing Positions

Activating Positions

Copying Positions

Expiring Positions

Deleting Positions

Adding Roles to a Position

Deactivating Position Roles

Viewing Persons Attached to a Position

Person Setup