Assign a safety role

A role can have several holders and a person several roles. See Safety roles.

From the role

1. Open the office, choose Safety org. chart and select the role.
2. Open the People tab and click the New icon.
3. In the Associate person window, select one or more people of the office, employees or external, and confirm. The list leaves out anyone who already holds the role.

From the person’s record

1. Open the person’s record and choose Safety org. chart.
2. Click the New icon.
3. Select one or more roles and confirm. The list shows the roles of the offices the person belongs to.

Set since when the person holds the role

The assignment applies straight away and with no end date. To enter the start date, or the date the person stops holding the role:

1. In the role’s People tab, select the holder.
2. Click the existence period icon in the toolbar.
3. Set the dates and save.

See Existence periods. The dates appear in the appointment letter.

A concluded assignment is not deleted: with its period closed it stays in the History, and the chart keeps track of who held the role in the past.

To print the holder’s appointment letter, see Print an appointment letter and the safety organization chart.