When a user is lodging a Safety Report, they are asked to choose their role, known as Reporter Role. The list can be customised via the Setup.
To add a Reporter Role:
- Go to Site Setup > General > AM Data.
- Expand the dropdown list in Table Settings and choose Safety_ReporterRoles.
- Click on + Add Record on the right-hand side of the table.
- Fill in the Role Name and click on the tick icon to save the new entry.
To edit a Reporter Role:
- Go to Site Setup > General > AM Data.
- Expand the dropdown list in Table Settings and choose Safety_ReporterRoles.
- Click on the pencil icon for the existing role, on the right hand side of the screen.
- Edit the Role Name and click on the tick icon to save the entry.
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