Workforce: the site's job roles

Manual — Suppliers, contacts and workforce · chapter 6 of 8

People › Workforce (Workforce Roles screen — “Job roles for daily reports by site”) is the register of job roles: Bricklayer, Laborer, Electrician, Foreman, Engineer… Each job role is Direct or Indirect — it is by this type that the daily report separates direct from indirect workforce. The job roles are used in the workforce of the daily report and as the worker’s Job role in SST (chapter 7).

Figure 10. The Workforce Roles screen: the Total, Direct and Indirect cards (the last two filter the list), the search, the type filter and the list of job roles with their type; on hover, the row’s pencil and trash can.

1. 1New job role.
2. 2Direct and Indirect cards — click to filter.
3. 3Search job role… search and the All types filter.
4. 4Job role row with its type; pencil and trash can on hover.

1. Check the site in the header: the job role is created in it.
2. Click New job role. A blank row appears at the top of the list.
3. Type the name of the Job role, choose Direct or Indirect and click the floppy disk (or press Enter). The X cancels.
4. To change it, hover over the row and click the pencil: the row becomes a field; save the same way.

System rule

A site’s daily report uses the job roles of the project’s site. If that site has no job roles, the daily report uses those of the sites above it. Register the job roles in the project’s site when each project has its own roster; register them in a site above when several projects share the same roster (and the projects have no job roles of their own).

Removing a job role

The row’s trash can asks Remove this job role? and deletes the job role permanently. Removal is refused when the job role has already been used:

Message	Why
This job role is used in existing daily reports and cannot be removed	some daily report has a quantity entered for that job role
This job role is used in SST (…) and cannot be removed	the job role is in workers, in the matrix by job role (trainings), in SST work instructions or in the risk inventory — the message says which

Figure 11. Attempt to remove a job role used in SST: the warning This job role is used in SST (workers, matrix by job role) and cannot be removed.

1. 1Server warning, with the places where the job role is used.

Tip

A job role that should no longer be used, but already has history, stays in the register. If the name changed, edit the job role (the pencil): the workers and the daily report’s workforce grid start showing the new name.