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Organisation Roles
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Project Roles
PLSIGN/PFSIGN
The Lear needs to set up a LSIGN/FSIGN to the organisation first. Once that this is done, you follow the same steps as when adding roles to a project, but when selecting this kind of role, the appointed LSIGNs/FSIGNs for the organisation will be listed for you, and you select one for the project by clicking on the radio button and confirming the selection via the OK Button. The names which are listed correspond to the LSIGN / FSIGNs that the LEAR defined at level of the organisation Note that when LEAR added a comment for the LSIGN / FSIGN, it will display after the email address. Check also this FAQ specifically for PLSIGN / PFSIGN assignment.
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Audit Roles
When assigning an audit role, you need to assign the role to the person and the person to a team, and as second step, assign the audit to the same team (see how to assign audits to a team) There are two types of roles for Audits:
Namely:
These roles are not assigned to an audit team, because they are granted at organisation level, instead of at audit level.
Namely:
Assign an audit role and a team to a personFor Audited organisations, the LEAR will be assigned the first primary audit contact role. This role can manage the audit team, and may assign other audit roles for their organisation. If this is your first audit, a "Default" team has been created for you. The Primary Audit Contact accesses their organisation roles under My organisations / Actions / View Roles, and clicks on the Teams tab. Rename the team or add roles to an audit team by selecting Actions. Use Add a new team to create a new team. To display the current members of a team click on the arrow on the right. To add new audit contacts to a team, the Primary Audit Contact can do either of the following actions:
Assign an audit to a teamOnce the roles are assigned, the Primary Audit Contact needs to assign the audit to the team by going to My Audits. If the audits are currently assigned to a team, the name will be displayed in the corresponding column. An unassigned audit can be selected and assigned to a team from the drop-down list and clicking on Assign a team to the selected audits. It is possible to select and assign several audits to one team at a time. Audit contacts can assign rolesAdditionally, Audit Contacts can nominate other Audit Contacts, but only for the teams they are members of, in either of the following ways:
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