Location
You can add staff to improvement plan objectives ad activities by firstly going to the Improvement Plan page using the sidebar on the left
Actions
Add Staff Members to an Objective
From the Improvement Plan page go to the Objective, click on the pencil icon next to the objective you would like to assign the staff member to
Then click on the Staff tab.
The Staff tab allows you first to choose the staff members who will be able to view the section by placing a tick next to their name/s
Next, you can select the appropriate rights for each staff member by adding and removing ticks next to their name. For example, rights to Edit Objectives or View Costs
Apply the rights by clicking Save Objective
Alternative Method
Select Edit Staff Involvement
Select the Subject the staff member/s is part of or keep both the Subject and Right set to Any.
Place a tick in the box of the staff members whose role you want to edit
Click on the What? Tab, here the staff member's involvement will be set to the default. If you want to change this de-select the Use defaults box
Then select the rights you wish to assign to the staff member by ticking the boxes e.g. you could give the staff member viewing rights
Click on Update to save these changes.
Copy Staff Member Rights
By selecting the Copy Staff Member Right icon in the top right of the screen, this will present you with a list of Objectives.
These Objectives can be selected from previous Objectives you have set up within the system, and added to the new objective.
