Custom Roles allow you to restrict specific checks or entire checklists to selected users.
For example, if you want cleaning tasks to be reviewed by a supervisor, you could create a “Cleaning Supervisor” Custom Role, assign it to the appropriate users, then assign that role to the final sign-off check of the cleaning checklist. Only users with the “Cleaning Supervisor” Custom Role will be able to complete the check (see image 1). If not, the check will appear greyed out.
Custom Roles help support operational compliance by ensuring important checks, reviews, and sign-offs can only be completed by authorised users.
Examples of Custom Roles include:
-
Cleaning Supervisor
-
Store Manager
-
Kitchen Supervisor
-
Maintenance Supervisor
If a user is assigned a Custom Role, it will be displayed under their name on the Checkit App login screen (see image 2).
Custom Roles are currently only available on the Checkit Android App.
You must be a Safety Manager to create and assign Custom Roles.
Step 1: Create a Custom Role
-
Log in to the Control Centre.
-
Go to Configuration > Work Management > View/Edit.
-
Select the Advanced icon.
-
Select User Roles from the menu on the left.
-
Click the Add icon.
-
Enter:
-
a role title
-
a description (optional)
-
-
Click Save.
Step 2: Assign a Custom Role to a User
-
Log in to the Control Centre.
-
Go to Configuration > Work Management > View/Edit.
-
Select the Who tab.
-
Select Users to view all users.
-
Select the required user.
-
In Custom Roles, select the required role(s).
-
Click Save.
Users can be assigned multiple Custom Roles.
Step 3: Assign a Custom Role to a Check or Checklist
-
Log in to the Control Centre.
-
Go to Configuration > Work Management > View/Edit.
-
Select the What tab.
-
Open the required checklist or single check.
-
In Custom Roles, select the required role(s).
-
Click Save.
