Basic Information:
Understanding the Roles | Initiator: Starts a transaction or process. Verifier: Checks and validates the transaction. Approver: Gives final approval for the transaction to be executed. |
Prerequisites | Access Credentials: Admin-level access to the IFHRMS portal. Role Change Request: Official request or authorization for changing roles. |
Step-by-Step Guide:
Step-by-Step Guide | Description |
Step 1: Log in to IFHRMS Portal | Go to the IFHRMS portal. Enter your admin credentials and log in. |
Step 2: Navigate to Role Management | Go to the dashboard. Click on the Role Management or User Management section. |
Step 3: Select the Department | Select the department for which you want to change the roles. This will display the list of users associated with that department. |
Step 4: Identify the User | Locate the user whose role you need to change. Use the search function to find the user by name or employee ID. |
Step 5: Edit User Roles | Click on the user’s profile to open their details. Look for the Roles or Permissions tab within the user’s profile. |
Step 6: Change Initiator, Verifier, and Approver | Initiator: Select the new user for the Initiator role and save the changes. Verifier: Select the new user for the Verifier role and save the changes. Approver: Select the new user for the Approver role and save the changes. |
Step 7: Review and Confirm | Review the new role assignments to ensure accuracy. Confirm the changes and finalize them. |
Step 8: Notify the Users | Notify the users involved about the changes in their roles. Provide necessary training or resources. |
Troubleshooting and Tips:
Troubleshooting and Tips | Ensure Proper Authorization: Have necessary authorization and documentation before making any role changes. Check Permissions: Double-check that the new roles have the correct permissions and access rights. Regular Updates: Periodically review and update user roles. |
Additional Resources | IFHRMS Official Website User Guide for IFHRMS |
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