SAM72060 | Manage work: access to records: user roles

The work performed in a responsible office can be broken down into a series of independent activities that comprise one or more related tasks. For example, processing of returns will comprise the following tasks

• Receipt

• Capture

• Name and address amendments on the SA recordA user role will reflect a particular job, and will determine the functions that an individual operator can access to perform that job.

Each responsible office or Organisation Unit (OU) will be allocated those user roles, and the functions associated with those roles, that are necessary to perform its business. Local management will allocate user roles to individual operators.

An operator can be given any number of the roles that have been allocated to his or her OU, depending on the activities that he or she is expected to perform. Allocation of a user role to the operator gives access to the SA functions linked to that role.

A full list of functions linked to each of the following 26 user roles is available. This menu is presented in alphabetical order