Task: View Role Details

To see this in PennWorks...click here

Task Definition: View a person’s ‘role’ information.

Steps – From the Task drop-down list on the Role Summary page

•Select View Role Details•View Role information

In this task – View the details associated with a person’s Role• In PennWorks, once you have

completed the ‘Find/Add a Person’ search, you can select the View Role Details from the Roles/Distributions tab

From the View Role Details, you can also add a role and/or update distributions.

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Task: View Role Details (cont’d)

2

• From the Roles Summaries drop-down list, select View Role Details for the Role desired

Click on View Role Details to advance to the next

screen

Task: View Role Details (cont’d)

3

Use the Task drop-down to select the role/action; if the person has multiple roles, all roles will be displayed in Role

Summaries

Ability to update a given Role is determined by your access

rights