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Assign a Key Role

Key roles are vital for training and responsibilities; here’s how to assign one.

Updated over 3 weeks ago

Key roles, such as safety representative or department manager, form the backbone of your organisation. Courses, tasks, procedures and deviations are linked to these roles so that each person gets the necessary training and clear responsibilities. The system notifies you when it’s time to replace a key role, ensuring smooth transitions.

To assign a key role, go to Location menu > Team > Key roles. Click the role and select the employee you want to assign. The employee must have accepted their invitation before they can be given a key role. To replace someone in a role, open the dot menu and choose Replace.

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