Roles and responsibilities
The tasks carried out by the roles within your organisation can vary greatly depending on your business processes and the way in which Dayshape has been configured to operate. The following examples illustrate some typical day-to-day processes that can be carried out by various standard roles. This does not take into account any workflows that may be defined for your business.
Practitioner (inc. Senior Practitioner)
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View their own engagements in their dashboard and the tasks which they need to carry out
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May also need to enter non-chargeable time (unavailabilities) and requests to complete chargeable work on their own schedules
Engagement Manager
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View their own engagements in their dashboard (with the Engagement Manager widget) including all team members who are booked on them
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View and edit all engagement details
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View their own schedule in their dashboard
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View the Gantt so that they can see their own schedule and what other people are working on
Engagement Partner
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View their own engagement in their dashboard (with the Engagement Partner widget) and the teams booked to them
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View all engagement details, including economics
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Approve engagements as part of the workflow
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View the details of all schedules on the Gantt
Resource Manager/Resource Team Member
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View utilisation on the dashboard
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View and edit all engagement details
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View the Gantt so that they can see all schedules
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View all and edit team member details, including personal and resourcing notes
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Monitor and approve requests for non-chargeable hours (unavailabilities)
Superuser
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Perform all the actions of other end-users
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Manage users and Resource profiles
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Edit both the functional and location hierarchies
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Edit all bookings/unavailabilities for team members
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Update team member work hours (at an individual, service line or country-wide level)
System Administrator
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Perform all actions of other end-users and superusers
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Edit user groups
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Edit system-wide settings