Create a Role Tracking Template

A Role Tracking Template is a template of custom columns that appear within the role of your projects. After you create one, you can select it on a project, then all the roles within the project will display the role tracking columns.


Interactive Tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
1. The first step is to open MyPass and click Settings.

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2. Click Role Tracking Templates.

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3. Click + to create a new Role Tracking Template.

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4. In the Manage Template window, input the name of the template and add your custom columns.

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5. The Sub Buckets can be created once you have columns set. These are used as filter views in each bucket.  

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6. Click to add another column. 
This is where you will be adding data for each element of your role tracking template.

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7. Input the name of the column.
Tick the bucket/s where you want the column to appear.

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8. Select the Value Type (date/ text/ list/ url)
Date: You can input a date field.
Text: Allows you to enter free text.
List: Create a drop down list for users to select.
URL: attach a URL link.

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9. Select which users can edit in the Edit Permission field
Owner: this means only the company that have created the Role Tracking Template have permission to edit this column.
Supplier: Only the supplier can edit.
Both: Both owner and supplier can edit.

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10. Click 'Add another state' and input its name. Each state has a value:
Default: prepopulated status
Failure: treated as a complete status
Success: marked as a complete status
In Progress: ongoing status, incomplete 

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11. Click highlight.

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12. You can opt to have a specific state to set note as mandatory. Just click on the 3 dots rightmost on the name of the state and select "Set note as mandatory".
or move the position on the list. 

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13. This will display in the personnel's Digital Passport.
It can only be displayed for columns in the Offered / Proposed / Confirmed buckets. 
You will need to make sure your column has any of these 3 buckets only.

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14. This option means personnel will not be able to be confirmed unless this column is updated. 

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15. That's it. You've now created a role tracking template. 

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