Knowledge Center

Roles

System defined roles

RamBase provides a set of predefined roles. If new functionality is added to the system, the relevant system defined role will be updated with the necessary duties with permissions for using the new functionality.

The customers get new functionality with new, related permissions, automatically.

The system defined roles cover all roles needed to utilize RamBase in the best possible way. If they do not fit your company, it is possible to create company defined roles.

Company defined roles

In a company defined role you can select between the provided duties, and add the duties that are needed to perform the work tasks this role is supposed to cover.

Duties added to a company defined role will be updated automatically.

Note that new duties that are automatically added to system defined roles, must be added to company defined roles manually.

The duties not currently used by your company will be listed in the Unused duties application.

A role can be deactivated if it is not relevant for your company. If a deactivated role is needed again, it can be reactivated.

View details about a role
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click on the relevant role in the list to view details.

  3. Select the User folder to view the user assignments.

  4. Select the Duties folder to view the duties added to this role.

  5. In the Duties-tree, hover over a duty to view the duty description.

  6. Click the Inspect icon next to the duty to view details.

View or/and select competency expectations for a role
View competency expectations for a role
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click on the relevant role in the list to view details.

  3. Click on the Competency expectations tab to view the competency expectations for the selected role.

    ROLE_22.jpg
  4. To view details about a competence, click the arrow icon next to the competence name. This will open the Competences (CMP) application.

Select competency expectations for a role
  1. In the RamBase menu, click HR > Qualifications administration > Competences, or write CMP in the program field and press ENTER to open the Competence application.

  2. Select the competence in the Competence administration area.

  3. Click the Add role expectation button.

    CMP_22.jpg

  4. Select the role you want to add the competence to in the Role field.

  5. Select the expected score for the competence in the Expected score field.

  6. Click the Create button to add the competence to the selected role.

Assign users to a role
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click on the relevant role in the list to view details.

  3. Select the Users folder.

  4. Click the Add user button.

  5. Search for a user by name or user id.

  6. Click on the relevant user.

  7. Click on the confirm button in the User popup to assign the user. By default, the user will have the admittance from the current date.

  8. Add a description. A company setting defines if this is mandatory or optional.

  9. To assign the user to the role for a specified period,  set the From-/To-date.

  10. To activate the changes, click on the context menu item Activate admittance changes.

User assignment status

St 3: The user assignment is not active yet.

St 4: The user assignment is active.

St 9: The user assignment is no longer active.

Create a company defined role
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click the Add role button under the list of roles.

  3. Select New.

  4. Add a name.

  5. Click the Confirm button to create the role.

  6. Add a detailed description.

  7. Select the Duties folder.

  8. To add duties, set the radio button to All duties.

    • The duties listed are based on which modules and sub-modules the company has activated.

  9. Click on the duty name to view details.

  10. Use the check boxes to select duties.

  11. Set the radio button to Selected duties to view the duties added to the role.

  12. When all duties are added, click on the context menu option Activate role.

  13. If you add/remove duties or users from the role, you must click on the context action menu option Activate admittance changes to apply the changes.

Deactivate role for company
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click on the relevant role in the list of roles.

  3. Click on the context menu item Deactivate role for company to deactivate the role for this company.

Reactivate role for company
  1. In the RamBase menu, click Admin > User administration > Roles, or write ROLE in the program field and press ENTER to open the Role application.

  2. Click the Add role button under the list of roles.

  3. Select Reactivate role for company.

  4. Use the search field to find deactivated roles.