Deleting a Document Type from a Person Role

All documents of a particular document type can be batch transferred to a role as requirements.

1. From the SmartSolve Portal Page, click the Smart Solutions tab > Admin and Report > Setup.
2. In the User Management section, click Role.
   Result: The Role window is displayed.
3. Click the link of the role to be changed.
   Result: The Detail tab of the role is displayed.
4. Click the Requirement tab.
5. Click Action > Delete Document Type.
   Result: The Delete Type window is displayed.
6. Click the Type drop down arrow and select the document type to be removed from the role.
7. Check the Make Permanent checkbox to delete only the pending requirements from the role. Anything that is Active will remain in the role and can be removed individually if needed.
8. Click the Save button.
   Result: All applicable requirements have now been removed from the Role folder.

See Also

Creating Person Roles

Editing Person Roles

Deleting Person Roles

Adding Requirements to a Person Role

Activating Person Role Requirements

Changing Person Role Requirement Defaults

Adding a Document Type to 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