Responsibilities template

This article explains how to create templates for responsibilities on site. It is intended for users who need to organize and standardize task assignments for their site operations.

Note

Required role: Administrator

Creating a Responsibilities Template

Use responsibilities templates to define and reuse sets of task assignments for your site. Follow these steps to create a new template:

1. Navigate to the Settings menu and select Responsibilities Templates.
2. Click the + New Template button to start a new template.
3. Enter a descriptive name for the template in the Template Name field.
4. Assign the appropriate responsibilities by selecting users or roles for each task from the available lists.
5. Use the Add Responsibility button to include all required tasks and assigned personnel.
6. Review the template to ensure all responsibilities are correctly assigned.
7. Click Save to store the template for future use.

Using a Responsibilities Template on Site

After creating a template, apply it to your site to standardize responsibility assignments.

1. Open the Sites section and choose the site where you want to apply the template.
2. Select the Responsibilities tab within the selected site.
3. Click Apply Template.
4. Choose the desired template from the list of saved responsibility templates.
5. Confirm the application by clicking Apply.
6. Check that the responsibilities are updated according to the template assignments.

Modifying Existing Responsibility Templates

You can update an existing responsibilities template when task assignments change.

1. Go to Settings > Responsibilities Templates.
2. Select the template you want to edit.
3. Make the necessary changes to the task assignments or assigned users.
4. Click Save to update the template.