Update a Role Tracking Template to Confirm Proposed Personnel

If the Resource Request uses the Role Tracking Template (RTT) feature, you must update the RTT before personnel can be confirmed.

The Role Tracking icon can be seen in either Offered, Proposed or Confirmed stages. 

Click on the RTT icon to see the pop up window.

 Search or select the personnel details that require updating. 

Click on a cell next to the personnel names to update or click the box above the personnel names to bulk select personnel.

Input or upload the required data. 

Click Save. 

 


 

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