Categorize your roles to segment the field from back office. This also enables RIVET to generate recommendations for your labor plan.
💡 Note: The tutorials in this article are interactive. Click the blinking target to advance to the next step.
Contents
Navigation
Overview
Role Categories
Custom Roles
Related Material
Roles And Permissions
Schedule To Your Forecast
Navigation
Click the settings gear icon in the upper right to access Manage Organization
Navigate to Roles and Permissions from the left side navigation
💡 Note: Manage Organization is permission protected. Only Admin level users have access.
Overview
- There are six role categories. Within each role category, the user can add as many specific roles as they need.
- Color coordinate by role or use the "Sync role colors" option to make all roles within a category match one another.
Role Categories
Back Office
These roles will never be suggested for labor by RIVET Recommendations. Please note, you can still schedule Back Office roles to jobs if their specific role is set to "Scheduled Worker".
Supervision
These roles are your leaders in the field. Example: Foreman, Field Leader, General Foreman, Crew Lead, Job Manager. These roles will be recommended when a job requires a leader to be scheduled.
Journey Worker
These roles are fully accredited while seldom acting as leaders in the field. Example: Journeyworker, Technician, Service Shop Worker. These roles will be recommended by RIVET when the ratio dictates another Journeyworker is needed.
Sub Journey Worker Roles
These roles are workers that may still be training on the job. Examples: Apprentice (any level), Shop Help, Temp Labor, CW, CE, etc. These roles will be recommended when a job's role ratios require additional Sub-JW roles.
Custom Roles
💡 Note: The above tutorial includes voice over instruction
- Within each Role Category, users will add custom Roles. Users can add as many different roles as they need to.
- Permissions are assigned to each role. There are six permission levels in RIVET that will control how much or how little a user will be able to see and do in the application.
- Roles are set to either Back Office Staff or Scheduled Worker. Back Office Staff is not available to be scheduled. However, they're able to be assigned to a job's Project Team.