Note: The SMCR Module is only available to UK/EU Clients. The SMCR Module must be enabled in your system configuration for this menu option to appear.
About the Overall Responsibility
The Overall Responsibility record describes the attributes of the Overall responsibility, along with who was allocated to this Responsibility and when.
SMCR Security
Access to SMCR Menus is restricted to Administrators, Administrators - Accountability, and Positions that appear in Work with Accountable People.
Administrators and Administrators - Accountability have view and full edit access to all records in the SMCR Module.
Positions that appear in Work with Accountable People have view access only to records.
The Overall Responsibility List page
The Overall Responsibility page displays all Overall Responsibility records, less any filters you may have applied.
The Overall Responsibility List Page
Click on any Overall Responsibility record 4 to see its details.
Use the controls in this panel to save and load different grid layouts.
The Overall Responsibility page
The Overall Responsibility page contains all details pertaining to the Overall Responsibility.
Actions available from this page include
View and updating fields, links, notes and Allocated To,
Adding new Overall Responsibility records.
Print previewing the record.
Deleting the Overall Responsibility record.
The ‘Overall Responsibility’ page
The Overall Responsibility Page elements
‘Overall Responsibility’ page elements
ID
Element
Description
1
Current Record selector
Use this selector to change to another Overall Responsibility record.
2
Overall Responsibility tabs
Click on each tab to display each titled information
3
‘Save’ icon
Click this icon to save all updates to Details tab field changes.
4
‘New Responsibility’ icon
Click this icon to open The ‘New Overall Responsibility’ window.
5
‘Print Preview’ icon
Click this icon to open a preview window of the printed layout page.
6
‘Delete’ icon
Click this icon to delete this Overall Responsibility record.
7
‘Links’ icon
Click this icon open the Links window.
8
‘Record History’ icon
Click this icon to display the Record History window.
The Details tab
The Details tabs displays the main fields of the Overall Responsibility.
The ‘Details’ tab
The Details tab elements
The ‘Details’ tab elements
ID
Element
Description
1
‘Entity’ field
Display the Entity of this Overall Responsibility.
2
Deletion Date and Undelete icon
Not Shown. This field only displays if this this Overall Responsibility record is status ‘To be Deleted’. See Undelete this Record) for more information.
3
‘Entity Type’ information field
This field displays Entity Type of the Entity 1.
4
‘Code’ field
Displays the unique code identifying this Senior Management Function.
5
‘Code’ field
Displays the unique code identifying this Overall Responsibility.
6
‘Title’ field
Displays the title of this Overall Responsibility.
5
‘Is Applicable’ checkbox
Displays if this Overall Responsibility is Applicable.
7
‘Tags’ field
Displays the tabs selected for this Overall Responsibility.
The Notes tab
The Notes tab displays a list of all Notes that have been added to this Overall Responsibility record. This tab can be used to add any relevant information relating to the Overall Responsibility record as required. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.
The ‘Notes’ tab
The Notes tab elements
The ‘Notes’ tab elements
ID
Element
Description
1
‘Add Note’ icon
Click this icon to a new Note. The ‘Add Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
Use the controls in the Column Headers to filter the Notes in the list.
4
Notes list
Each Note in the list consists of two parts: the top part is the Note itself, and the bottom part (shaded) displays the Name of the person who created the Note plus a date of when the Note was created.
5
‘Edit Note’ icon
Click this icon to Edit a Note. The ‘Edit Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
6
‘Delete Note’ icon
Click this icon to Delete a Note. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in loss of data. Note: This icon only displays if you have ‘Edit’ security access.
The Allocated To tab
The Allocated To tab displays positions that are allocated to this Overall Responsibility and for what duration.
Each position duration can be added, and can be deleted as an Allocated To, on this tab.
The ‘Allocated To’ tab
The Allocated To tab elements
The ‘Links’ tab elements
ID
Element
Description
1
‘Add Allocated To’ icon
Click this icon to allocate a position to the Overall Responsibility record. The new Position is displayed in the Allocated To list 5.
Use the controls in the Column Headers to filter the Links in the list.
5
‘Allocated To’ List
This list displays all Allocated To records of the currently selected Overall Responsibility 1. Click a Record in this list to open the Record in its own page for viewing or editing depending on your Security access.
6
‘Delete Allocated To’ icon
Click this icon to Delete a Allocated To. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in the permanent removal of this data.
7
‘Show Details’ icon
Click this icon to open the details of this person.
The Links window
The Links window displays entity records that are linked to this Overall Responsibility. Tabs displayed here will depend on which modules are installed on your site.
Each Module tab allows new Links to be added to records of that module. Existing links can be removed as required.
The ‘Links’ window
The Links window elements
The ‘Links’ window elements
ID
Element
Description
1
Module tabs
Click the appropriate tab to view, and if you have Edit access security, create and remove links to that Module’s Records. The tabs displayed are dependent on the modules your site has Licenced.
2
Record Selector field
Each of the Linked Record tabs 1 has a Record Selector field. Click the Record Selector dropdown to view a list of available records that you can link to this Overall Responsibility record. Select the record you wish to link then click the Add Link icon 3Note: The drop-down list only displays available Records to which you have security access.
3
‘Add Link’ icon
Once you have selected a Record 2, click the ‘Add Link’ icon to create a link from that record to the Overall Responsibility record. The linked Record is displayed in the Linked Record List 7.
Use the controls in the Column Headers to filter the Links in the list.
7
Linked Record List
This list displays all linked Records of the currently selected module 1. Click a Record in this list to open the Record in its own page for viewing or editing depending on your Security access.
8
‘Remove Link’ icon
Each Record in the list has its own ‘Remove Link’ icon that will display for Edit access security. Click this icon to remove the link to the Record. A Confirm Delete dialog is displayed. Once you confirm the link’s removal, the Record is no longer displayed in the Linked Record List 6. Note: The Overall Responsibility record link will also be removed from the Links Module tab of the corresponding record.
9
‘Close’ button
Click this button to close the Links window.
Procedures
Accessing the Overall Responsibility records list
Note: The SMCR Module must be enabled for this menu option to appear.
From the Main Menu, select SMCR | Work with Overall Responsibility.
A Overall Responsibility record can be created either from the Overall Responsibility List page, or the Overall Responsibility page, or from the repository.
On the ‘Overall Responsibility List’ page, hover over, or click, the Options Menu icon to display the options. Click the ‘New Overall Responsibility’ 1 icon. Or, from the ‘Overall Responsibility List’, click on a Overall Responsibility record in the list to open the ‘Overall Responsibility’ page. Hover over, or click, the Options Menu icon to display the options. Click the ‘New Overall Responsibility’ 2 option.
The ‘New Overall Responsibility’ window opens. Complete the Overall Responsibility details in the window (see New Overall Responsibility window elements for details on each field).
Click the Save 5 icon to complete adding the new Overall Responsibility record. The Overall Responsibility page will display with this new record. Clicking the cancel 6 icon will close the ‘New Overall Responsibility’ window without saving the record.
‘New Overall Responsibility’ window elements
‘New Overall Responsibility’ window elements
ID
Element
Description
1
‘Entity’ selector
Select the Entity of this Overall Responsibility.
2
‘Code’ field
Enter the unique code identifying this Overall Responsibility.
3
‘Title’ field
Enter the title of this Overall Responsibility.
4
‘Is Applicable’ checkbox
Check this box if this Overall Responsibility is Applicable.
5
‘Save’ icon
Click this icon to save the Overall Responsibility record.
6
‘Cancel’ icon
Click this icon to Close the ‘New Overall Responsibility’ window.
Click on a Overall Responsibility record in the list to open the The ‘Overall Responsibility’ page. Click the Details tab. Update the field values as required.
Hover over, or click the Menu Options icon, then click the Save 1 option. Note: If the Save option does not displayed, you do not have security access to update the values on this Overall Responsibility record. The Save action applies fields on the Details tab.
Delete an Overall Responsibility record
Note: Only Administrators and Administrators - Accountability can delete an Overall Responsibility record.
Deleting an Overall Responsibility is NOT recommended if you wish to retain the content of this record.
Click on an Overall Responsibility record in the list to open the The ‘Overall Responsibility’ page. Hover over, or click, the Menu Options icon and then click the Delete 1 option.
A ‘Confirm Delete’ dialog is displayed. Click Yes to delete the Overall Responsibility, or click No to cancel.
Undelete an Overall Responsibility record
The Overall Responsibility record is not deleted immediately when you click delete, but rather it’s status is changed to ‘To Be Deleted’ for a limited time determined by your configuration settings. Hence the record can still be view and the record can also be recovered/undeleted, from this ‘To Be Deleted’ status.
The Record will be permanently deleted on its scheduled date by the overnight Monitor and cannot be recovered/undeleted after this time.
The days delay until the deletion of a record is configured by the Administrator on the General Configuration tab. For example, this setting is 31 days:
The ‘Overall Responsibility’ page is displayed with that record. Hover over, or click, the Options Menu icon. Click the Print Preview 1 Option.
A Preview Page opens showing a Report for the Overall Responsibility. Navigate, search, print and/or save the Report using the Preview Page Toolbar. Click the Close icon 1 to close this window.
Only Administrator or Administrator - Accountability position’s can add new Allocated To records.
Click the Add Allocated To 1 icon.
Select a Position 1. When a Person 1 is selected, the Accountable To Person 4 may also display. Select the date range From 2 and To 3. Click the Save 5 icon to save the Allocated To.
Or, click the Cancel 6 icon to stop adding the Allocated To.
Edit Allocation Dates
Only Administrator or Administrator - Accountability position’s can add edit Allocated To records.
Click the Allocated To 1 record.
Update the From 1 and To 2 fields as required. Then click the Save 3 icon to save these updates.
Or, click the Cancel 4 icon to stop the update.
Delete an Allocated To
Only Administrator or Administrator - Accountability position’s can delete Allocated To records.
Click the Delete this Allocation 1 icon on the Allocated To record.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
View Show Person
Click the Show Person 1 icon on the Allocated To record.
