How to manage responsibility titles

A responsibility title answers “whose job is this?” for a task — for example Site Caretaker, Contractor, Estates Team. KPI figures and nonconformities are grouped by responsibility, so keep the list tidy.

Steps

1. Open Administration › Standards › Responsibility Titles.

2. Add Responsibility — choose the company and type the title.

   

3. Use the row actions to edit or delete a title.

Transfer a responsibility

Transfer moves every task currently against one responsibility title onto another, then you can remove the empty one. Use this when a role is renamed or two titles need merging — it keeps the tasks and their history intact.