Assigning Key Roles
Within your Jeli opportunity under the Investigation tab > Report > Overview tab under Report, you have the option to specify who played certain key roles during the event. Highlighting key roles allows you to see at a glance who played a significant part in either the logistics of an incident or the investigation.
These roles are also displayed elsewhere in Jeli. For example, displaying the investigator(s) assigned to an opportunity, on the opportunity listing page.
Adding a role
Adding a role is easy! Select the ‘+ Role’ button, specify a role and who to assign the role to. Opportunities may have many individuals assigned to the same role (e.g. multiple investigators).
Deleting a role
To remove a role from your opportunity, use the 3 dots menu button and select ‘Delete’. This will delete the key role assignment, but will not remove the individual as a participant in the opportunity, or impact your opportunity in any other way.
After deleting a role you can easily add this role back if necessary.