Permissions and access is granted from Position.  In Position you can grant access and permissions to the following:

• Delivery Lines
  A Delivery Line is the route over which supplies / information that can be delivered. E.g  supplies / or a query between the delivery lines Onshore commissioning and Offshore Construction.
  Note! Delivery Line are also connected to workflow signatures.
  
  
• Work Process Roles
   A Work Process role nominates a workflow signature based on the scope of the Workflow. This includes a setup with (Domain/DeliveryLine/Discipline) and what is configured in the Work Process role setup.
  
  
• Disciplines
  Categorized discipline / discipline code from register. 
    
• Permission role
  Permission roles are System Roles that grant access to different modules in Pims, not only limited to PES. 
  
  
• Rotation
  Personnel on Board (POB) rotations that are showing rotation on a position. An overview to see who is working on site / office on vacation and rotation type (4/4 week etc)
  
  
• Courses
  Connected to Course Register. Courses that are mandatory, required or optional for the given position.  

Locate Positions by searching in the open field of you menu. 

Position Register 

All registred postion is listed here. 

Include Inactive switch: If activated the register will include Inactive Positions. Inactive positions are hidden by default

Column Field 

Field	Description
ID	ID Link to Position Details
Name	Position Name / Title
Description	Position short description
Company	Position company
Location	Position Location
Business unit	Position Buisness Unit
Person with this Position	List of person(s) with this postion  Note! If person has "No Login" or is an "inactive" user this will show with (No Login)(Inactive) behind the person name.
Organisation Chart	Link to Organisation Chart for position
From / To Date	Position From / To date
Position Type	Name Position Type (dropdown)  Link to Open Position Type Detail.
Position Type Item No	Position Item No
Position Type Rate	Position Type Rate
Work Process Roles	List of work process role(s) on position
Import No	Import No reference for imported position.
Reporting To Position	Link to Reporting Position
Reporting To Postion Person	Name(s) and email(s) for Reporting Position

Add New Position 

To add/create a new Position press the + Add New Position button.
A new window will appear, fill in required fields about the new Position. Click Create Position button. 

Disable inheritance: Disabling inheritance prevents the position from being granted permissions, work processes and other inheritances from Position Type or the Default Domain setup. 

A new position is created, click Open position to get directed to Position details.  

Position Details  

To open an existing Position, Click on the ID number highlighted in blue in the register. The Position form with Position details will then open in a new window. 

Postion details holds key details about the position. There are mulitple tabs within this view. 

	Read more information in Copy Position section.
	Data Log table for changes thats has been made.
	Delete Position
	Set position as Template Status
Domain	Selected Domain for the Position Note ! The domain has some pre-defined access that are Inherited on a domain level. E.g overall general access to the system
Name	Position Name/ Title
From/To Date	Position To/From date
Description	Position Description
Company	Position Company
Location	Position Location
Department	Position Department
Position Type	Link Position Type . When setting Position Type to a position there are some pre-defined access that are Inherited from the given Position type . Read more about Position Type
E-mail Address	Position E-mail Address
Reporting To Position	Link the Reporting Position
Is Supporting Position	Activate this if position is a supporting position, this is used for the drawing of organization charts.
Disable inheritance	Disabling inheritance prevents the position from being granted permissions, Work Processes and other inherited accesses granted from Position Type and Default Domain setup

Add Person to position 

In the Persons tab, you can add person(s) with Person ID to the position. Click in the Name field to access the drop down list with Persons. Select person(s) that you want to add to the new position.  In this view you can also define if the givens persons position is a e.g Deputy Role  

New person ID ?  See Persons for more information on adding persons. 

Position Description

In the Detailed description tab, you can add a detailed description to the position. Click on the edit    button to add/change the description. 

Add / Edit Delivery Lines 

In the Delivery Lines tab , you can add Delivery Lines connected to the position. Click in the Delivery Line field to access the drop down list with Delivery Lines. Select the Delivery Line(s) that you want to add to the new position. 

New Delivery Line? See Delivery Line for more information 

Add / Edit Disciplines 

In the Discipline tab , you can add Disciplines connected to the position. Click in the Code field to access the drop down list with Discipline codes. Select the Code(s) that you want to add to the new position.  

New Discipline ? See Discipline for more information. 

Add / Edit WorkProcess Roles  

In the WorkProcess tab , you can add Work Processes connected to the position. Click in the Domain field and choose the domain, then click the Role field to enter role.

Add / Edit Permission Roles

In the permission field you can add Permission roles. Click in the Domain/ Role field to add more permission roles. 

Add / Edit Rotation

If the position needs to be connected to rotations this can be defined and set in under the Rotation tab. Select the Delivery line, From Date and Until Date and click in the line below to save. Person details will then be updated. Further information such as Site Location and description can also be added.

Add / Edit Courses

In the Courses tab , you can add courses connected to the position. Click in the Course Title field and choose the course(s) that you want to add to the position. Note ! Option to set a Course as Required by ticking of the Required tick box. 

Note!  If courses is inherited from Position Type, courses will automatically be listed in this tab. 

Copy Position

You can copy an existing position and choose if you also want to Inheritance the positions related  Delivery Lines, Disciplines, Work process Roles ,Permission Roles and Courses. 

Click on the ID number  to select position(s) that you want to copy from. The selected positions will be listed as shown below. Press Copy the selected positions to proceed. 

Batch Update (From Date / To Date )

You can make a batch update on the column fields From Date and To Date in the grid.  

1. Filter the grid to show/list the positions that you want to make an update on. Example: E.g Filter on Company:  (Contractor X) (3 results)    2. Click on "Bulk update icon" in grid.  3. A popup box will appear, select a new date that you want to update / replace the "To Date" fiels with and click Batch Update. Note!  A warning will appear before changes are made to confirm the batch update.  4. Click Update to confirm batch update changes.

Add Person to Position from (external) Company

If a person (external) needs to be added to a position this can be done by pressing the show all companies. External registered persons can then be found in the drop down list.