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Task: View Role Details

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.

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Task: View Role Details

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  1. 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

  2. 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

  3. 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

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