Adding a new role in Resource Management

Resource Management accepts only the following special characters in text fields (like ID and Description):

  • Alphabetic characters, A through Z, upper- and lowercase

  • Numeric characters

  • Spaces

Before you perform this procedure you should already:

  • Know whether you want the new role to inherit properties from an existing role. If it is, include the Parent Role attribute.

  • Know whether your installation uses Structures in RM. If it does, you will want to include some non-required attributes.

Creating a new role in Resource Management

  1. If you have not already done so, log into the Resource Management Administrator. Bypass the screen for selecting views by clicking the Exit button or the Windows close icon (top right of the dialog box).
  2. From the menu, click Add and then select Role.

    The Add RoleRM Object dialog box appears.

    Form clip: Add RoleRM Object dialog box
  3. Type an ID for the role. IDs can be up to 50 characters long.
  4. Type a description for the role.

    You must type a description. Resource Management uses the Description field to locate entries when you perform a query.

  5. When you are ready to add the role, click Edit and then click Add.

    Make sure you are not in Edit mode in the required ID field. (If you aren't sure, press Enter or move into a different field.)

    You should see the message "Add Successful."

    If you receive a message that the role cannot be added because the attribute is being edited, click off the current field and then click Add again.