How to manage responsibility titles

A responsibility title says whose job a task is — for example Site Caretaker, Contractor, Estates Team. KPI figures, nonconformities and Auto Send Work all use it, so keep the list tidy.

Steps

1. Open Administration › Standards › Responsibility Titles.

2. Add New — choose the company, type the title, click Add.

3. Click a title to rename it (Update) or delete it.

Transfer a responsibility

Transfer moves every task on one title to another — for a renamed role, or to merge two titles. Then delete the empty one. Tasks and their history are kept.