Quality / 10

Assign responsibles and roles

Every check needs at least one responsible, and each person has a role: Executor, Verifier or Observer.

2 minutes
Product screenshot: Assign responsibles and roles
Step by step

How to complete responsibles and roles

  1. 01

    Add people

    In the creation panel, Responsibles block, click Add and pick project members. You can search by name.

    Step 1: Add people
  2. 02

    Choose each person's role

    Each person shows below with a role selector: Executor (default), Verifier or Observer.

    Step 2: Choose each person's role
  3. 03

    Review the list

    You can add several people. Removing someone from the selector also removes their role.

    Step 3: Review the list
  4. 04

    After creating the check

    In the detail, Assignees and their role shows each person with their role. To add yourself, pick a role and click Assign me.

    Step 4: After creating the check
  5. 05

    Check responsibles

    The Responsibles block lists who runs the check and closes it together with the project owner; whoever created it is marked Main. Executors and verifiers are responsibles automatically. Use Edit to add or remove people.

    Step 5: Check responsibles

What you'll learn

  • How assign responsibles and roles works inside Perfour.

  • What information you need and how it stays connected to Quality.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Can I assign someone who is not a project member?+

No. The selector only lists project members.

Can a check be created without responsibles?+

No. Create check is not enabled until there is at least one.