The Staff Role Mini Directory stores the user-defined Staff Roles and is required when adding a Staff Assignment by Case Type. The Staff Role selected in the Case Type is the label that displays in the Assigned To section on the Case Tab of a Case.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Staff Role in the Mini Directory, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Role field of the new entry to enter edit mode. Role is a required and unique field. Up to 25 characters can be entered in the Role field. New Staff Roles are Active by default.
Reports such as "Open Cases by Staff Role by Class" and Advanced Search reports can be used to locate Cases by a particular Staff Role.
To delete a Staff Role, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
