7.1.7.1. Responsibility Assignment

The Responsibility Assignment form allows users to designate responsibility for managing contact groups at both the site and departmental levels.

*For guidance on common form functions, please refer to the dedicated section in the manual.

Managing Responsibilities:

1. Defining the Assignment Scope

Before assigning responsibility, define the scope by selecting the appropriate location and departmental details:

• Site: Select the applicable site or location for the assignment (mandatory).
  • This dropdown dynamically loads active sites in the system, formatted as [Region] – [Country] – [Site].
    *

    Sites are configured in the Site form. Before adding a site, however, users must first set up the corresponding region in the Region form and the country in the Country form.

    • For example, to establish Montreal as a site, North America must first be defined as the region, and Canada as the country, in the respective forms.
      

    
    These forms can all be found in the Location module under General Settings.
    
• Business Division: Select the major functional unit (department) relevant to the assignment.
  • This dropdown dynamically loads active business divisions in the system.
    
    *

    Business divisions are created and managed in the Departments tab of the Organization Management (Admin) application.

    • Selecting a division filters the available options in the Business Line field, displaying only child departments linked to the chosen division.
• Business Line: Select a specialized unit within the chosen division.
  • This dropdown dynamically loads active business lines for that division.
    

    **Business lines are also managed in the Departments tab, where they are linked to their respective parent divisions.

• Active: Check this box to mark the assignment as active, or leave it unchecked to mark it as inactive.
  

  *An assignment’s status determines whether it applies to operational plans that match its attributes (site, business division, business line). Active assignments are applied, while inactive ones have no effect.

2. Assigning Responsible Actors

For each contact group, select a responsible party from the corresponding dropdown. Each dropdown dynamically loads active users and roles in the system.

• Emergency Contacts
• Key Supplier and Customer Contacts
• External Emergency Contacts
• Regulatory Contacts

*Users and roles are managed in the Organization Management (Admin) application under the Users and Roles tabs.

3. Saving the Assignment

Choose one of the following options to save your changes:

• Save and Return: Click to save the assignment and return to the main form.
• Save and New: Click to save the current assignment and open a new form to create another.