Projects / Roles
      Back to home
      1. Knowledge Base
      2. MyPass Industry Portal
      3. Projects / Roles

      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.

       

      15 steps will take approximately 2 minutes

      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.

      Step 1 image

      2. Click Role Tracking Templates.

      Step 2 image

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

      Step 3 image

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

      Step 4 image

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

      Step 5 image

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

      Step 6 image

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

      Step 7 image

      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.

      Step 8 image

      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.

      Step 9 image

      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 

      Step 10 image

      11. Click highlight.

      Step 11 image

      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. 

      Step 12 image

      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.

      Step 13 image

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

      Step 14 image

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

      Step 15 image