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Quick summary
  • Roles and groups decide who receives your checklists and the training attached to them.
  • A controlled document’s reviewers and approvers can be named people or roles, but not groups.
  • For a key role such as Clinical Safety Officer, you can record the holder’s appointment details as evidence, and every field is optional.
Find both under People → Roles & Groups, on the Groups and Roles tabs. To add either to a person, use Roles & Groups on their sheet.

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What roles and groups are used for

A role is a formal responsibility, like Clinical Safety Officer. A group is a set of people who get the same work, like your Clinical Safety Team.

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The standard roles

The Roles tab lists the standard roles. Add Role creates your own.
The Roles tab listing CSO, DPO and SIRO with their descriptions and members, and a Clinical Staff Onboarding Checklist in the CSO row's Checklists column

The Roles tab. 1 adds a role of your own. 2 is a checklist assigned to the CSO role.

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Key roles

Key roles are the ordinary roles that Company Setup’s Key Roles step asks you to fill, with guidance on each:
  • DPO, a slot a Data Protection Lead can fill instead
  • SIRO, listed in Company Setup as Information Security Lead
  • CSO
  • HPO (HIPAA Privacy Officer) and HSO (HIPAA Security Officer), if your organisation is a Covered Entity or Business Associate under HIPAA
For a key role, Assuric also asks for the holder’s Appointment details, the evidence of their competence. The fields vary by role, and every one is optional:
  • Anything you enter is saved as an editable Experience Record in Documents → Evidence & Files.
  • Leaving them all blank assigns the role without creating an Experience Record.
The Update roles and groups dialog with HPO added under Roles, and an Appointment details section below asking for Email, Name and Title

Adding a key role from a person's sheet. 1 is HPO, the key role just added. 2 is Appointment details.

You can assign a key role in 2 places:
  • From the person’s sheet: click the pencil on Roles & Groups, add the role and fill in the appointment details that appear.
  • From Company Setup: on the Key Roles step, click Assign new under the role and pick the person. Assuric shows any evidence already recorded for them, so you don’t add a duplicate.
A key role can have more than one holder, each with their own appointment details.
What we recommendGive roles only for genuine responsibilities, since most people get their work through groups. Assign that work to the role, not the person, so when your Quality Manager leaves, you reassign one role and every checklist and document approval follows.

Assigning owners and responsibilities

How groups compare with roles, creating groups and adding members.

Permissions and access (authentication and authorisation)

What someone can do in Assuric, which a role doesn’t change.

Evidence and files

Where key-role Experience Records end up.