Service Administrator

• Accepts requests from units to start using the application.
• Creates a new unit in the application and assigns one or more unit admins.
• This is a central role, someone in CIT. Everything else is under the control of the unit.

Unit Administrator

• Creates sections and assigns one or more admins to each.
• Has visibility into, and can make changes to, all tasklists used in the unit's sections.
• Can view both ongoing and past events.
• Can generate reports.
• Are responsible for frontline end-user support within their own unit, and for escalating issues with the application to IT Support.
• The default/initial unit admin is the HR Director; a unit can have multiple unit admins.

Section Administrator

• Creates and maintains tasklists, recipes, and assignments.
• Creates groups, which can be listed as assignees.
• Visibility confined to section’s tasklists and tasks assigned via those lists.
• A section can have multiple admins.

Initiator

• Initiates a specific transition event (entry/exit action).
• Retrieves or enters required information about the worker and the event.
• Selects the tasklists or recipes appropriate to the event.
• Makes any ad hoc changes or additions needed for the specific event.
• Specifies who the validator will be for this event.
• Has visibility into any event they initiated.
• A unit can have any number of initiators.

Assignee

• May be an individual, a group, the keyword "Supervisor" (for the position), or the keyword "Employee."
• Receives an email notification when a new task or tasks assigned.
• Checks off a task when completed.
• Can add comments to an assigned task.
• Has visibility only into their assigned tasks.

Supervisor

• A unit may want to have tasks that are always assigned to a worker’s supervisor.
• The supervisor might be the unit’s default choice for validator.
• The supervisor has full visibility into events for workers under their purview.

Validator

• An oversight / audit function.
• Specified by the event’s initiator.
• Verifies that all the tasks assigned in a given event have been marked as completed.
• Has visibility into the progress of an assigned event.