Creating, modifying or deleting a Role or a Circle

Role or Circle creation or modification can only be achieved through Governance meetings.

 

Modifying a Role or a Circle

  • Select the Role or Circle you wish to modify using the Role panel menu
  • Make the desired modifications
  • If your proposal meets no objection, the secretary will validate your proposal by clicking on the validate icon
  • Your Role or Circle is therefore modified

 

Creating a Role or Circle

  • Click on New in the Role panel menu
  • Fill in the Role name, and when appropriate the purpose, domain(s) and accountability(ies) or click on the clipboard icon to access the Quick creation role form
  • Circle, click on Make this Role a Circle
  • If your proposal meets no objection, the secretary will validate your proposal by clicking on the validate icon
  • Your Role or Circle is therefore created

 

Deleting a Role or Circle

  • Select the Role or the Circle you wish to remove using the Role panel menu
  • Click on Remove this Role or Remove this Circle
  • If your proposal meets no objection, the secretary will validate your proposal by clicking on the validate icon
  • Your Role is therefore removed

NB: you cannot delete a Circle that contains Roles. You must first delete each role or move each role in the upper Circle through a restructuration.

Warning: when deleting a Circle, all Checklists, Projects, Indicators, Meeting reports associated are deleted permanently.

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