Assigning roles to procedures

Each procedure that you create within Way We Do can have a role or many roles assigned to it.  

  1. To assign a role responsible to a task, search for the procedure and click on it's title to view the whole document.  
  2. Click the "Responsibility" button (with person icon) and click the check boxes of those roles to be assigned to the procedure. The responsibilities list is populated with all of the roles you have created on your organization chart. Roles are listed in alphabetical order.
  3. If the role required is not present in the responsibilities list, you will need to add it to your company chart under the "Structure" section first.  
 
 
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