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Version: 3.1

Link responsibilities to each other

Overview

This flow describes how to link one responsibility to another in Care. A link records which responsibility oversees another responsibility.

Pre-requisites

  • You are a super administrator in Care. The Admin sidebar opens only for a super administrator.
  • Both responsibilities that you want to link exist in Care. See Create a responsibility.
  • You have the permission listed below.

Permissions

PermissionAccess
Can Manage OrganizationsLets you link or unlink one responsibility from another. You need this permission on both responsibilities.

Steps

1. Open the responsibilities list

  1. Open the Admin sidebar.
  2. Select Organizations.
  3. Select Responsibilities.

2. Select a responsibility

Select the responsibility that you want to link. Care opens the detail panel for that responsibility.

3. Open the Governance section

In the detail panel, go to the Governance section.

Note: This Governance section links responsibilities to each other. It is not the Governance item under Organizations in the Admin sidebar, which holds government organizations.

The Governance section has two lists:

ListWhat it shows
Managing OrganizationsThe responsibilities that oversee this responsibility.
Managed ResponsibilitiesThe responsibilities that this responsibility oversees.
  1. Go to the list that you want to change.
  2. Open the box below Add Managing Organization or Add Managed Responsibility.
  3. Enter the name of the other responsibility in the search box.
  4. Select the responsibility from the results.
  5. Click Add.

Note: A responsibility cannot manage itself. Care also blocks the same link a second time.

  1. Find the linked responsibility in the list.
  2. Click the X icon next to it.

Note: Care shows the Add button and the X icon only if you can manage the responsibility.

Expected Outcome

  • The Managing Organizations list shows each responsibility that oversees this responsibility.
  • The Managed Responsibilities list shows each responsibility that this responsibility oversees.
  • Care removes a responsibility from the list after you click the X icon.

Concepts:

Flows: