Changing Person Role Requirement Defaults

Once a requirement is Active, you can use the Change Defaults option to modify the completion dates and refresher intervals for users who already have the requirement through 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 modified.
6. Click Action > Change Defaults.
7. Edit the defaults.
8. Click the Save button.
   Result: The requirement's defaults have been edited.

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Activating Person Role Requirements

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