In this article you will learn how to create and manage Roles. In Assignar a Role is the type of work that a user can perform. For example a Role could be something like Laborer, this role would only contain people as no equipment is required. However a Role could also be something like Excavation Level 2. In this case the Role will have designated users that can Operate an excavator as well as the equipment you own that is capable of performing Excavation Level 2 work. Ultimately, when you schedule work you will create a resource plan based on the scope of work. Having users and equipment tied to Roles will make the task of scheduling fast, easy and accurate! Keep reading to learn how to create roles.
Adding a New Role
There are 2 ways to add roles in the Assignar Web Application.
First is during the process of importing Fieldworkers or Equipment using our Assisted Data Import tool. When uploading both Fieldworkers and Equipment you can add a column for Roles. Because some workers and equipment are capable of performing more than one type of job this field will accept 1 or many roles. If you choose to upload multiple roles make sure that you have the roles separated by commas. When you create roles this way, Fieldworkers and Equipment will automatically be added to the Roles.
You can also create Roles in the Assignar Web Application. To get started click the Resources option in the left side navigation and then click Roles. You will be brought to the Roles list page where you can view/edit any existing roles by clicking on the Role Name, as well as add a new Role.
Next, click on the + Add New button and a form will appear where you can enter all the details for the Role. Read below for a description of all settings on the new Role form.
- Role Name - This is how your role will be identified outside of this page so make it specific to your business based on how you schedule and organize resources. (Required)
- Skill Required vs Equipment Required - When Skill Required is checked you will not be able to schedule equipment. When Equipment Required is checked you will be able to schedule equipment.
- Supervisor - When checked, users in this role will be able to add timesheets for other workers assigned to the same shift. Does not apply if you use Site Diary.
- External ID - If you need to sync this work type to a payroll system or financial application add the ID used in that system here to make data download and upload easier.
- Code - An Account Code for applying costs correctly in your ERP or bookkeeping tool.
- Skills - If Skill required is chosen, you will be able to apply skills to this role. This is not needed if you want to directly attach users to the role. If you have chosen Equipment Required skills will not be available. Learn more about Skills Based Roles in our support documentation.
- Role Forms - If forms are added here they will be automatically added to a work assignment for each user when this role is scheduled.
- Docket Templates - If a docket template is added here it will be made available to users with this role as it may be specific to the type of work that they do.
After you have entered all of this information click save. Now you will be able to add workers to the Role. Simply search for workers by name and select them to add them to the role. It is important to know that this list is only showing users with the type Fieldworker. Add as many users as required so that they will be recommended first when scheduling this Role.
If you have created an Equipment Required Role, your next step will be to add Equipment to the role. To do so, click the arrow box on the upper right side of the form (shown in image above). This will take you to a more detailed Roles view. On the Equipment tab search for the equipment you need, then click Add Equipment and then Save Equipment before hitting the save and close button on the Role.
After following these steps you will be able to create a Work Order with this role and the workers and equipment will be recommended during the scheduling process if these resources are available.
While not required for most of our customers, if you would like to learn about more advanced Role features such as Skill Based Roles, Role Charge Rates and Role Pay Rates please read our documentation to learn more.
Now that we have successfully created a Role, let's make sure we have Activities (Cost Codes) available so that Fieldworker users can appropriately code their time and keep your project on Budget.