Create the safety roles of an office

Roles are defined office by office. See Safety roles.

You need the manager role on the office (see Office groups).

Start from a template

The quickest way for a new office.

1. Open the office and choose Safety org. chart from the menu.
2. In the toolbar, open the New menu and choose Create from template.
3. Choose the roles from the templates of 4HSE or of your partner, which can be filtered by country, and confirm.

Copy from another office

With New → Copy from … you copy the roles already defined in another office you have access to. See Copy an element.

Create a role from scratch

1. Open the New menu and choose New.
2. Enter the Name, which is required, and the Code if needed.
3. In Description, write the role’s duties: this is the text that will appear in the appointment letter.
4. Click the Save icon (a floppy disk).

Complete the role

When a role is selected, the lower part of the window shows its tabs:

• People: who holds it (see Assign a safety role);
• Certificates: the certificates issued for the role;
• Actions: the prevention actions the role requires, linked with New;
• Attachments: the role’s documents.