Access the Overall Responsibility records list.
The ‘Overall Responsibility List’ page is displayed. Click on the Overall Responsibility record to display its details.
The ‘Overall Responsibility’ page is displayed with that record. Click the Allocated To tab.
Add a new Allocated To
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.
The Show Details window displays.
