Viewing, Editing, and Deleting Roles

You can create roles in Inspire to define your Key Responsibility Areas (KRA). Roles cover a broad range of functional areas, while objectives provide specific outcomes required to fulfill roles’ Key Responsibility Areas. For information on creating objectives, see Adding a New Objective

This article discusses the following topics:

Note: The labeling and images depicted in this article may differ from your version of Inspire. 

 

To customize your Roles page

1. On the top toolbar, click the Module button and select Roles.

2. To view your roles as a slideshow, click the Slideshow icon.

3. On the Roles page, click the Settings icon.

4. Click the Sort By drop-down and select one of the following options:

        • Alphabetical: Displays roles in alphabetical order based on the role’s title.
        • Date Created: Displays roles based on the date created.
5. Click the Perspective drop-down and select one of the following options:
        • All: Displays both personal and professional roles.
        • Professional: Displays only professional roles.
        • Personal: Displays only personal roles.
6. Click Close.

To Edit or Delete a Role

1. On the top toolbar, click the Module button and select Roles.

2. Click the Edit editicon-1 icon in the bottom right corner of the role you would like to modify.

editRole

3. Edit any of the following information:

        • Title: Enter your role’s name.
        • Description: Enter your role’s statement.

NOTE: To delete the role, click the Options  drop-down and select the Delete  link.

4. To edit the perspective or change the image associated with the role, click the Options drop-down and select the Attributes attributes link.
        • Change image: Click the Change  button in the placeholder image to select a new image to represent your role. This image acts as the role’s tile background and is included in your homepage slideshow.
        • Perspective: Select either Personal or Professional. The perspective will affect the role’s visibility.
        • Close: Click the Close  button to close the Attributes window.

5. Click the Save button to save your role and click the Close button to return to the Roles page.