Assign a Role to a Team Member

In Root Cause Analysis, Hazards Analysis, and SIS Management, you can assign team member roles to identify which team member is responsible for a given task related to a particular analysis.

Steps

Access the Team Members section for the team within which you want to assign a role.

Hint: Refer to a specific module's documentation for details on how to access this section.

A list of users assigned to the team appears.
In the row for a user, select the value in the Role column.

A drop-down list appears, containing the possible roles you can assign to the user.
Select the role that you want to assign.

Note: The Principal Analyst, Process Owner, and Facilitator roles can be assigned to only one team member at a time. If you want to assign a user to the Process Owner or Facilitator role, the role will be removed from the currently assigned user. However, if you want to assign a user to the Principle Analyst role, you must first assign the current Principle Analyst to a different role.
Select .

The team member is assigned the selected role, and the Owner field on the analysis datasheet is populated with the name of the team member you selected for that role.