Responsibilities template

Use the responsibilities page to assign a person or a company contact to each responsibility role for a structure, or replace the current holder when responsibility changes.

Note

Required role: Manager

Before You Get Started

• The structure must have a control regime. Without one, the responsibilities page shows an empty state instead of role slots.
• Each role slot accepts one holder: either a person or a company that names a contact.

Assign or replace a responsibility holder

1. Open Structures.
2. Open the structure's actions menu and select View Responsibilities.
3. Open Responsible persons by role.
4. Select a holder for each available role slot.
5. If the slot already has a holder, confirm Replace responsible person? to displace the current holder.

Removing a holder takes effect immediately and does not require confirmation.

Check which roles need an assignment

The roles shown depend on the structure's control regime and declared equipment.

• A role for equipment the structure does not declare shows Not applicable and is excluded from the required count.
• A role that already has an assignment remains listed after it stops applying. You can remove the outdated assignment.

Add a new contact while assigning a role in the mobile app

When the new holder is not already in the contacts list, you can create the contact and assign it from the mobile risk assessment.

1. Open the location's risk assessment in the mobile app.
2. Open the Location stage and then the Responsibilities tab.
3. In the Responsible persons by role card, tap a role marked No contact assigned.
4. In the picker, select Person and then Create new contact.
5. Enter the contact's Name, Email, Phone, and Contact Type. You can expand Certificate — optional to attach certificates when available.
6. Select Save to create the contact and assign it to the role.

Important access and connection details

• Creating a contact in the mobile workflow requires an internet connection. When offline, Create new contact is not available.
• The mobile workflow requires assessment-edit access and responsibility-assignment access. Without responsibility-assignment access, the role cannot be tapped. Without assessment-edit access, the picker does not offer Create new contact.
• Phone may be left empty in this workflow. If you enter a number, use international format, such as +31 6 12345678.
• If the contact is created but the assignment fails, the message says: Contact created, but could not be assigned. Select it to retry. Select the created contact from the picker instead of creating it again.