Creating a new role or updating an existing role

This topic explains how to create a new role that is unique to your site or update an existing role.
Note: Do not update roles delivered by Infor unless you have been instructed to do so by an Infor representative.
  1. Select Clinical Science > Setup > Assignment > Role List.
  2. To create a new role, perform these steps.
    1. From the role list, click Create New Entry.
    2. In Role Name, specify a unique name for the role. Optionally, specify a Description.
    3. A new role does not display in Patient Assignment screens until it is set to Active. Select the Active field to make the new role available on assignment screens.
    4. Use the Sort Order field to determine the position of the role in the Role list. A Sort Order of 1 means that the role is listed first.
    5. Click Save.
    6. From this list, you can also add the role to a Patient Assignment screen. Adding a role to the Patient Assignment screen
  3. To update an existing role, perform these steps.
    1. From the role list, click Edit next to the role to be updated.
    2. Update the Description and Sort Order as required. For a role created at your site, you can change the Role Name.
    3. To change whether the role is available to be used in Patient Assignment screens, select or deselect the Active field.
    4. Click Save.
    5. From this list, you can also add the role to a Patient Assignment form. Adding a role to the Patient Assignment screen