Key Role Type

Field

Description

Key Role Group

This field is read only when editing an existing record and required when adding a record. The choices include:

• Project Team

• Country Team

• Site Team

• Site Staff

Key Role Type*

This field is required and can hold up to 25 characters.

Caption*

This field is required and can hold up to 10 characters.

Role*

This field is required and is limited to the list of active Roles. If the Key Role Group is set to Project Team, Country Team, or Site Team, the list will be restricted to those with a Role Type of Project. If the Key Role Group is set to Site Staff, the list will be restricted to those with a Role Type of Site.

Enable Auto Assign

A check in this box will automatically update this Key Role if one Contact is found with this role on the Project Team, Country Team, or Site Team page. If multiple Contacts with this same Role are found, the Key Role may need to be updated manually on the Key Roles tab of the Project, Country, or Site Dialog.

Enable Link

A check in this box will activate the Linked Key Role Type field and allow you to link Site and Country Team Key Role Types to another at a higher level. This field will be hidden unless the Key Role Group is Country Team or Site Team

Linked Key Role Type

This field will appear when there is a check in the Enable Link field. Users can select a key role type that is linked to the key role type entered above. Any changes made to the Contact record will automatically update this key role, too. For Country Team Key Role Types, this field will be restricted to the list of Project Team Key Role Types. For Site Team Key Role Types, this field will be restricted to the list of Project Team and Country Team Key Role Types.