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Update a Person's Special Role(s) via the People tab

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Check with your System Administrator if the Workplace Administrators should update the Special Roles field because the Occupational Health and Safety (OHS) team may already manage this data in another system. This data can be imported in the Serraivew system via the People Data.

Workplace Administrators can assign and manage roles for people within Workplace e.g. a First Aid Officer or Fire Warden. 

  1. Click the Workplace icon.
  2. Select a location.
  3. If you have multiple teams, click the My Teams button to only view your teams.
  4. In the Teams list, click on your team name. For Fixed Teams the Workpoints tab displays by default. 
  5. Click the People tab.
  6. In the filter, enter the person's name.
  7. Click a person. The person's details display.

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8. In the Special Roles field, select the role(s).

To remove the special role, click the x to the right of the role.

The default tags are managed in configuration, refer to Tagging.