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This task provides instructions on how to view a person's role information within PennWorks. After completing the "Find/Add a Person" search, navigate to the Roles/Distributions tab and select "View Role Details." From the Role Summary page, use the drop-down list to choose "View Role Details" and access role information. Additionally, you can add roles or update distributions as needed, depending on your access rights. Follow these steps to manage role details effectively in the system.
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Task: View Role Details Task Definition: View a person’s ‘role’ information. • In this task – View the details associated with a person’s Role • In PennWorks, once you have completed the ‘Find/Add a Person’ search, you can select the View Role Details from the Roles/Distributions tab • Steps – From the Task drop-down list on the Role Summary page • Select View Role Details • View Role information Task: View Role Details From the View Role Details, you can also add a role and/or update distributions. To see this in PennWorks...click here
Task: View Role Details (cont’d) Click on View Role Details to advance to the next screen • From the Roles Summaries drop-down list, select View Role Details for the Role desired
Task: View Role Details (cont’d) Use the Task drop-down to select the role/action; if the person has multiple roles, all roles will be displayed in Role Summaries Ability to update a given Role is determined by your access rights
