Add a role

A role is a named seat in your organisation. Roles exist independently of who currently fills them.

Steps

1. From the sidebar, open Roles (under Capabilities).
2. Click + Role. The wizard opens.
3. Fill in:
   • Title — e.g. First Aider, Site Supervisor, Forklift Operator.
   • Description — what the role is for, what’s expected.
   • Universal — tick if every person in your roster should automatically be assigned to this role (see Universal roles).
4. Save.

You land on the role’s detail page with empty Requirements and Assignments tabs.

Add training requirements

If the role requires specific training:

1. Open the Requirements tab.
2. Click + Requirement.
3. Pick a course.
4. Set the level — Required or Recommended.
5. Save.

The role now knows what training its holders should have. SteadyOn uses this to flag gaps when an assignment exists but the matching enrollment doesn’t.

When to use Universal

Tick Universal for roles that genuinely apply to everyone:

• Worker — every person on the roster is a worker.
• Inducted Personnel — once they pass induction.
• Site Visitor — for orgs that bring visitors into a register.

Don’t tick it for roles where coverage is the point. First Aider is not universal — you have a specific number of trained first aiders and the role’s value comes from being able to count them.

See also

• Tutorial 5
• Add a person
• Assign a person to a role
• Universal roles