Job Roles are imperative when building Process Templates because they allow administrators to assign people to tasks. Tasks and users are both assigned to Job Roles.
In a Standard Operating Procedure (SOP) tasks usually need to be assigned so that stakeholders are aware that they are accountable for the tasks completion. If its not assigned, its not happening.
Tasks are required to be completed by unique users because they have the skill set and qualifications to complete the task. However, specific users may not always be the person who needs to complete the task because they are not there every shift or working on every line.
Weever Process uses “Job Roles” to answer this concern,
When setting up Weever Process for your facility, you can create Job Roles that can be used to organize your users. Types of Job Roles can include things like Dough Cutter Operator, PCQI Quality Manager, Sanitation Technician and so forth.
When adding new users, you can assign them to Job Roles.
Note: Job Roles are different from “Employee Type”, such as Admin, Supervisor, Staff, which provides access permissions. Learn more about Access Permissions here.
When you are building Process Templates you can assign tasks to Job Roles.
When a Live Process is launched, users will be notified that their attention is required for a given task based on their job roles.
They can also filter the “Live Process” view, which will filter the “Action Required” notifications.
Action will be required from you when a task in a Process is assigned to your Job Role and is currently “Up Next”, Due or Overdue.
- Up Next - a task is considered “Up Next” when the tasks before it are marked as completed.
- Due - a repeated task is “Due” when it is required to be completed.
- Overdue - a repeated task is “Overdue” when the task’s “Grace Period” has expired and/or the next repeated task is due.
And that’s it! Now you understand how Job Roles are used in Weever Process.