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01. Your First Steps with Way We Do
Setting Up Way We Do
Assigning roles (responsibilities) to procedures & checklists
Assigning roles (responsibilities) to procedures & checklists

Instructions for adding roles (responsibilities) to procedures and checklists

Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Each procedure that you create within Way We Do can have a role, or many roles, assigned to it.

  • To assign a role responsible access the relevant procedure or checklist

  • Click the Responsibilities button (person icon) and check the boxes of those roles to be assigned to the procedure. The responsibilities list is populated with all of the roles you have created on your organization chart. Roles are listed in alphabetical order.

  • If the role required is not present in the responsibilities list, you will need to add it to your company chart under the "Structure" section first

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