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The next piece of the build is to create the User Role "Progress Report Reviewer" which will be used to give these reviewers permissions to edit the Progress Reports when they are in their queue. Please see the screenshot below for important, highlighted items from this screen and beneath the screenshot for descriptions of said items.
- Box # 1: Shows the User Settings menu of the Admin Panel as currently selected.
- Box # 2: Shows the Roles Tab as currently selected.
- Box # 3: Shows the Progress Report Reviewer User Role as currently selected. You can tell which Role is currently selected from the slim green line that appears to the LEFT of the Profile name and by matching the Role name with the name shown in Box # 5.
- Box # 4: Shows the Roleable Type dropdown selection box. For the Progress Report Reviewer Role (and all Roles used by the WPP) we use the Roleable Type of Program.
- Box # 5: Shows the configurable name of the Progress Report Reviewer Role type. This can be changed at any time without breaking anything in the system. However, please avoid doing so, as we've trained employees on the current names of the Roles we've configured.
- Box # 6: Shows the Delete button where you can delete the Role you currently have selected. This is highly dangerous! Please only delete roles that were created in error and are not attached to any user accounts; deleting any Roles that are in use will result in users immediately losing the permissions that they need to complete their work (i.e. being unable to edit the Progress Report that they need to review).
- Box # 7: Shows the Save button where you can save any changes made to the Role. If you've made any changes, you must hit the save button in order for your changes to be effectuated. Otherwise, your changes will be discarded.