Responsible Party Area
Summary
The Responsible Party area of the site is the primary area that supports the Workforce Management / Organization Portal use cases. It uses the relationships establishes by the Supervisor data type to provide a mechanism for a "responsible party" (i.e. a supervisor), to view and act on the data belonging to the people they are responsible for (i.e. the "supervisees").
Terminology
A Supervisor is responsible for one or more Supervisees. This relationship is established by a Supervisor attribute on the Supervisee's Member Role with a value equal to the Supervisor's Member Id.
Pages in this Area
Page | Functionality |
|---|---|
Member List /Member/List | Displays a list of Supervisees and a "Task Counter" showing the number of things the supervisee is currently waiting on the supervisor to do. The results list shows a fixed set of columns that is not configurable. Clicking on the task link allows the supervisor to act on those tasks (such as filling out a Workflow Step that has been assigned to them). Displays a button for severing the supervisory relationship (if the supervisor has the CanRemoveFromMyMembers permission). |
Supervisee List /Member/Supervisees | Displays a list of Supervisees using a Member Search instance. The search form and results grid are configurable via Member Search config. Can be configured to display a "view" icon that drills into the member record for more details. Does not provide any functionality for interacting with the list. |
Practitioner Learning Plan View | Allows a Supervisor to view (and potentially act on) a Learning Plan Instance belonging to one of their supervisees. Similar to an Admin's view of a Practitioner Learning Plan, but only allows access if there is a supervisory relationship established between the current user and owner of the Learning Plan instance. |
3rd Party Payments / Pending Payment Queue | Allows a Supervisor to make a bulk payment satisfying the Payment attributes on one or more supervisee workflows. |
Supervisor "Tasks"
TBD
Configuration Overview
A Supervisor attribute must exist to create supervisory relationships between members
The members acting as the "responsible party" must have area access permissions to the Responsible Party area
Related articles
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Supervisor Attributes (LearningBuilder Documentation)
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Workforce Management / Organization Portal (LearningBuilder Documentation)
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