This task provides the ability to allocate specific Jobs and Roles with Predefined Actions. This can make it easier for people to find relevant actions specific to their jobs and roles for Action Planning in their Planner console.
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The Predefined Actions allocated to jobs /roles will only show in a persons Planner session if the Training Provider, (including Predefined Actions by the owner of the Workspace), has been selected and set to Yes. Selecting Training providers is carried out via the Setup / Management Tasks / Select Training Providers. |
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Predefined Actions that have been added to Jobs/Roles can be quickly found in a persons Planner using the Select Job Predefined Action filter. |
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On this page:
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Job/Role Family Assignment table details:
Predefined Actions | The list of Predefined Actions available to the Workspace |
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Jobs | The list of Predefined Actions to which Jobs/Roles have been allocated and the allocated Jobs/Roles |
- Job/Role Selection.
- Adds the Job/Role to the selected Predefined Action.
- Removes the selected Job/Role from the Predefined Action.
Step-by-step guide to allocating a new Job/Role to a Predefined Action
Find and select the Predefined Action from the list
Use the Select Jobs drop-down to find and select the Job/Role you wish to allocate to the Predefined Action
e.g.
Once the Job/Role has been selected press the Add button
This will allocate the Job/Role to the Predefined Action and it will show in the Jobs table.
Step-by-step guide to removing a Job/Role from a Predefined Action
In the Jobs Column select the Job/Role assigned to the Predefined Action you wish to remove it from.
e.g.
Press the Remove button at the bottom.
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