Responsibility types

Accountants Enterprise only

The Responsibility Types function sets up the employees’ responsibilities or job roles for completing work in the practice.

The responsibility type is used when assigning employees to their Assignment Team.

The system comes with a number of default responsibilities and levels. Any of these can be amended or new ones added to suit the practice. The description Team Member has the Allow Multiple checkbox selected. This default enables you to select more than one team member at one time when you add an employee to an Assignment Team.

To set up and edit a responsibility type

Select Maintenance > Internal > Responsibility Types on the main menu or Maintenance > Maintenance Map > Internal > Responsibility Types. The Maintenance — Responsibility Types page opens.
Enter the Description of the responsibility or role in the first blank row at the top of the table. The Description field is limited to a maximum of 100 alphanumeric characters. Edit the text to modify an existing Description, if necessary.
Enter the Level of seniority in the organisation that the role would have. Edit the text to modify an existing Level, if necessary.
Click the checkbox in the Allow Multiple column.
Click this checkbox if you want multiple instances of the responsibility type to be available for selection when you add employees to an Assignment Team.
See Adding employees to assignment teams.
The Allow Multiple checkbox is selected by default for the Team Member type.
Deselect the Allow Multiple checkbox to keep the responsibility with a single employee.
Press [Enter]. The responsibility type is added to the list and more blank rows are added at the top of the table so you can enter more responsibility types.
Repeat steps 2 - 5 to set up more types if necessary.
Click OK to save the changes and close the Maintenance — Responsibility Types page.

To delete a responsibility type

You cannot delete a responsibility type that is being used by the system. If you try to delete a type that is associated with clients, suppliers or employees, an error message is displayed.

Select Maintenance > Internal > Responsibility Types on the main menu or Maintenance > Maintenance Map > Internal > Responsibility Types. The Maintenance — Responsibility Types page opens.
Click the row containing the responsibility type you want to delete. Click
to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes.
Repeat steps 2 - 4 to delete additional responsibility types.
Click OK to save the changes and close the Maintenance — Responsibility Types page.