How to Edit Job Roles for the Company

The  Ability to Add/Edit courses in roles will only be visible if you have been given the appropriate access. This access would usually be given to Regional Managers or Head Office. 

Click on Homes/Services. From the dropdown you can then click your company name.

To start, click into View Roles

Click onto View for your needed Role

Through a role you can edit a courses compliance from mandatory to required or required to mandatory through the toggle under compliance. You are also able to remove a course out of a role through clicking on the red 'x' to the left of the course category title.

You will also have the ability to add courses into a role through scrolling down to Add course categories and clicking the green plus.

Following this, locate the course you have added into the role and click View

Once loaded into the course click on Add Course and add the Historical, Face2face and e-learning courses.

If you fail to do this step, when you come back a page and are looking at all the courses within the role, there will be a red error message along the top

If you see this message, it means you have missed a course from the course category so you need to go back some steps.

After making all changes you would like, you can check over your edits by looking at a Role Report.

If you are needing to make a change to a role at a specific home/service then please see this Article.