Roles Overview

Article sections

    Introduction

    Roles in an organizational context refer to the specific set of responsibilities, duties, and expectations assigned to an individual or a group of individuals within an organization. Roles define the functions and contributions expected from employees based on their job titles or designations. Each role typically has a unique combination of tasks, responsibilities, and authority levels associated with it.

    The BizGaze’s “Roles” App helps organizations effectively manage roles by providing tools for role definition, assignment, hierarchy, access control, performance management, succession planning, and talent development.

    Stage Workflow

    The default workflow stages in Roles app are as follows:

    Field name Description
    Active Active roles are considered operational and contribute to the functioning of the organization
    Inactive Roles in the inactive stage are still part of the organizational structure but are not currently assigned to any employees
    Deleted Roles in the deleted stage are no longer retrievable or active within the organizational structure.
    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Roles App.

    Details

    This widget provide comprehensive overview of the Role and its details

    Field name Description
    Role Name Name of the role is displayed. It represents the unique identifier or title given to a particular job position or responsibility within the organizational structure
    Internal Role Displays the internal role assigned. An Internal Role refers to a role that is specific to the internal operations and functions of an organization. Internal roles are typically associated with employees or team members who are part of the organization and contribute to its internal processes, tasks, and objectives
    Description Comments or short notes about the role are displayed

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.

    Field name Description
    Comments Displays comments about the role or user can enter brief notes about the role
    Audit
    Created Date Displays the creation date of the role
    Created By The name of the person who created role
    Last Updated Date The last stage changed of the role
    Last updated by The name of the user who last made the modifications
    Status The current status of the role
    Time-Line This widget tracks all the activities within the app
    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents. 

    1. Roles Master Data
    in Roles
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