This guide assumes you have already enabled the Responsibilities Map feature. If it is not enabled, see the Enable the Responsibilities Map guide first.
We would recommend that you take the tour if this will be your first time viewing and editing the map.
Navigate to the Menu and click on Responsibilities Map*.
*If you need to edit the Responsibilities because you have just enabled the Responsibilities Map feature, you will be taken straight to the Responsibilities editor (after you have viewed the tour) and won't need to click on the Responsibilities Map link within the Menu.
You can edit a Category to suit your organisation.
Click on the Edit button near the top of the page.
Click the three dots menu next to the Category.
If no one is assigned to a Category you can delete it or mark it as Not Applicable. If you mark as not applicable it will disappear from the list. You can search for these again using the filter at the top of the page.
If a User has been assigned to a Category you can only edit it, not delete it. Click on the three dots menu and click on Edit Category.
You can edit the Category Group, Code and Name within the popup window.
Click on Save within this popup window if you make any changes.
You can add Categories to the list.
Click Add Category and select the appropriate group.
The code is automatically added. Add a description of the Category and click save.