Use the Level Selector to choose a level to work at.
Roles and Business Processes are defined at one of three levels: System, Program and Project or Location.
Workflow Levels and Roles
Roles defined at System level are inherited by default by all programs and projects/locations created after they are saved. These roles can be edited, deleted and new ones added at program and project/location level at any time.
Workflow Levels and Business Processes
Business processes defined at System level are inherited by default by all programs and projects/locations created after they are saved. These processes can be edited, deleted and new ones added at program and project/location level at any time.
In addition, programs can be set to always use System level processes and projects and locations can be set to always use either System or program level processes. This allows you to define and maintain things at a higher level without having to recreate them for each lower level record.
It is important to understand how levels work before defining roles and business processes.
