{"id":815,"date":"2016-09-21T16:36:43","date_gmt":"2016-09-21T04:36:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=815"},"modified":"2023-08-28T00:02:26","modified_gmt":"2023-08-28T00:02:26","slug":"a674","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a674\/","title":{"rendered":"View role page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"Group<\/a>role<\/a>.\r\n\r\n\"role<\/a>\r\n

Figure 1 – Role view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a> or \"Delete<\/a> delete<\/a> the role; or to add a new\u00a0\"Attachments<\/a> attachment<\/a> or\u00a0\"Comment<\/a> comment<\/a> to this role.\r\n\r\nSome details of the role are displayed in subsections just below the top header area, such as the role’s location within Psoda, and details about the role’s description, daily and hourly rates and whether escalation authority has been permitted. You will also be presented with a list of users who are members of this role. The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n

\"Attachments<\/a>\u00a0Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this role, as shown in Figure 2.\u00a0 By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 2 – Role attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Settings<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this role. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).\r\n\r\n \r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this role, as shown in Figure 3.\u00a0 By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 3 – Role comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Settings<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this role. Here, you can also export this comment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\n \r\n

\"gantt\"<\/a>\u00a0GANTT<\/h4>\r\n

This tabbed view shows the GANTT chart shown in Figure 4, generated by the information in your Tasks<\/strong> tab. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.<\/p>\r\n

On the right-most side of the chart there is a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependent). The users who are allocated to each asset will have their names written next to this asset’s timeline.<\/p>\r\n

\"general<\/a><\/p>\r\n

Figure 4 – Role GANTT chart<\/strong><\/p>\r\n

At the very bottom of this tabbed view you are presented with a number of table information formatting options<\/strong> which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the\u00a0view tasks & milestones<\/strong> link will navigate to the Schedule tabbed view so that you can expand or contract the work breakdown structure viewed in the GANTT.<\/p>\r\n\r\n

\"History<\/a>\u00a0History<\/h4>\r\nThis tab shows shows some basic history of the role, as shown in Figure 5.\u00a0 By default, this tab will present you with a number of details about the role’s history such as the creation date, creation user, last update date and last update user. If the role has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.\"view<\/a>\r\n\r\n \r\n

Figure 5 – Role history tab<\/strong><\/p>\r\n

Note that you can customise your change table view<\/a> by clicking the \"Settings<\/a>edit button at the bottom of the change table. Here, you can also export this list of changes to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n \r\n

\"Report<\/a>\u00a0Reports<\/h4>\r\nThis tabbed view shows a listing of the reports as seen in Figure 6, listing any reports available for this role.\r\n\r\nFigure 6 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your organisation only.\r\n

\"role<\/a><\/p>\r\n

Figure 6 – Role reports tab<\/strong><\/p>\r\n

This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.<\/p>\r\n

Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.<\/p>\r\n\r\n

\"Task<\/a>\u00a0Tasks<\/h4>\r\nThis tabbed view shows the tasks table as seen in Figure 7, listing any \"Task<\/a>tasks throughout the whole organisation that have been allocated to this role.\r\n\r\nBy default, this table includes the reference, title and description of the task, important scheduling information, whether this is approved, who the asset is allocated to, along with the available actions that can be taken on the listed asset and any tasks that have to be completed first. If you select the link under the reference<\/strong> column, you will navigate into the task’s view page. This view includes resource conflicts so you can see if there is any conflicts at a role level.\r\n\r\nThe Actions column<\/strong> of this table provides accessible functions to act on a chosen task. These functions may include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving, or \"link<\/a>linking the task or adding \"Comment<\/a>comments or \"Attachments<\/a>attachments to this task.\r\n

\"role<\/a><\/p>\r\n

Figure 7 – Role tasks tab<\/strong><\/p>\r\n

Note that at the bottom of this table you can \"Add<\/a>add another task,\"Settings<\/a>edit the table columns to show or hide asset information, or export this information to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n

At the very bottom of this tabbed view, you can decrease\/increase the number of actions listed by selecting the\u00a0show\/hide conflict highlights<\/strong> or hide\/include planned tasks<\/strong> links.<\/p>\r\n\r\n

\"workload<\/a>\u00a0Workload<\/h4>\r\nInstead of a table view, this tab provides a graphical view of availability of this role.\u00a0 The chart is generated from the information in the Tasks<\/strong> tab. Figure 8 below shows an example chart:\r\n\r\n\"role<\/a>\r\n

Figure 8 – Role workload tab<\/strong><\/p>\r\n

You can zoom in or out on certain times by using the red arrows at the bottom of the chart. Additionally, you can customize this graph view by selecting the \"Edit<\/a>customise<\/strong> option at the very bottom of this tab.<\/p><\/div>\r\n

Related topics<\/h4>\r\n