Activating Person Role Requirements

Only requirements in Pending status can be activated in a role. The following rules apply when activating role requirements:

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

 

1. From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
2. In the User Management section, click Role.
   Result: The Role window is displayed.
3. Click the link of the role to change.
4. Click the Requirement tab.
5. Check the checkbox of the requirement to be activated.
6. Click Action > Activate.
   Result: The requirement is now in Active status.

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Changing Person Role Requirement Defaults

Adding a Document Type to a Person Role

Deleting a Document Type from a Person Role

Deactivating Role Requirements

Adding Roles to a Position

Viewing Users Attached to Roles

Adding Persons to Roles

Removing Persons from a Role

Activating Persons for a Role

Deactivating Persons from a Role

Person Setup