Skip to main content

Creating Activity Roles

Written by Ben Waine
Updated over a month ago

Activity Roles are a label that define what type of work that a User does on an activity; they define which Staffing Requirements a user can fill and so which activities they can be entered into.

Role is defined for a User on Rota Membership and users can have more than one role.

It is recommended that differences between users are defined through roles. For example, if two doctors are of the same grade but only one is authorised to perform a specific activity, that individual should be assigned an additional role (e.g. “FY1 – Can Intubate”) to reflect this capability.

Roles will often need to be configured specifically for each team, as requirements may vary. However, some roles may be shared across teams where appropriate.

How to create Activity Roles

  1. Go to Activities > Team Administration > Activity Roles.

  2. Press the blue 'Add Activity Role' button in the top right-hand corner.

  3. Ensure you are selecting the correct Team that the Activity Role will apply to.

  4. Name the Activity Role.

  5. Search for the correct specialty that applies to the Activity Role. To learn how to Manage Tags and Specialties follow this link here.

Note: On the Right hand side of the list page are the action buttons for the Activity Roles, these allow you to edit, delete, or see the history for the record.

Did this answer your question?