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<title>Create a Role</title>
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<h1 class="topictitle1">Create a Role</h1>
<div><div class="p"><p>A <span class="keyword">Role</span> defines a set of related skills, competencies,
and responsibilities of an individual or individuals.</p>
You should always
create new method content in a <a href="methodplugin.html#methodplugin">Method Plug-in</a> that you produce.</div>
<div class="section">To create a role:</div>
<ol><li class="stepexpand"><span>Expand the content package in which you want to create the role.</span></li>
<li class="stepexpand"><span>Right click <strong>Roles</strong>, and then select <strong>New &gt; Role</strong>. The
role editor appears with the Description tab set as the default.</span></li>
<li class="stepexpand"><span>In the Name field, type a unique name for your role. The role name
is the file name that appears in the Library view.</span></li>
<li class="stepexpand"><span>In the Presentation name field, type a presentation name. The presentation
name is the name that appears in your published content and in the <a href="configurationview.html#configurationview">Configuration View</a>. You can also make this name appear in the <a href="libraryview.html#libraryview">Library View</a> by toggling the <strong>Show Presentation Names</strong> button
in the Library View toolbar.</span></li>
<li class="stepexpand"><span>In the Brief Description field, type a short description of the
new Role. </span></li>
<li class="stepexpand"><span>Type a more detailed description of the new Role in the Main Description
field. The main description is a more detailed version of the description
you typed into the Brief Description field. There are three ways you can create
text for the description:</span> <ul><li>Directly, by typing it manually in the editor.</li>
<li>Copy from another similar role and then modify by using the editor.</li>
<li>Copy from an HTML source such as a published OpenUP/Basic Web site.</li>
</ul>
<div class="note"><span class="notetitle">Note:</span> You can use the Rich Text Editor to edit or enter the text for
any field that has a twisty symbol <img src="collapsed.gif" alt="" />. Simply click the symbol to access the Rich Text Editor. Click the
symbol again to close the Rich Text Editor. For more information see <a href="richtexteditor.html#richtexteditor">Rich Text Editor</a>.</div>
</li>
<li class="stepexpand"><span>Under Version Information, provide any pertinent version information
about the role.</span></li>
<li class="stepexpand"><span>Click the <strong>Work Products</strong> tab and then click the <strong>Add</strong> button
to the right of the "Role is responsible for:" field. The Select Dialog for
Work Products dialog opens.</span></li>
<li class="stepexpand"><span>Select one or more work products from the list. A description of
the work product you select appears in the Brief Description field at the
bottom of the dialog box.</span> <div class="note"><span class="notetitle">Note:</span> The list of work products in the
"Work products that are output of tasks that this role performs" field is
calculated and cannot be changed with the role editor. A work product appears
here if it is an output of a task that the role performs.</div>
</li>
<li class="stepexpand"><span>Click <strong>OK</strong>. The dialog box closes and the "Role is responsible
for:" field is populated.</span> <div class="note"><span class="notetitle">Note:</span> Selected elements in an Add/Remove
section display both the element name (plug-in name) and the "path" (package
name) to that element.</div>
</li>
<li class="stepexpand"><span>Click the <strong>Guidance</strong> tab. This part of the editor allows you
to add and remove guidance for the role. To add guidance, click the <strong>Add</strong> button,
select the guidance you want to add, and then click <strong>OK</strong>. To remove guidance,
select it in the Guidance field and then click <strong>Remove</strong>. When you select
a guidance element, the brief description of the guidance is displayed.</span></li>
<li class="stepexpand"><span>Click the <strong>Categories</strong> tab. A role can be included in one
or more rolesets and any number of custom categories. Open the appropriate
Select dialog by clicking the <strong>Add</strong> button next to the category lists.
You can remove a role from a category by selecting it and then clicking the <strong>Remove</strong> button.</span></li>
<li class="stepexpand"><span>Click the <strong>Preview</strong> tab to view the newly created
role and then save by closing the tab.</span></li>
</ol>
</div>
<div>
<div class="familylinks">
<div class="parentlink"><strong>Parent topic:</strong> <a href="createmethodcontent.html">Create Method Content</a></div>
</div>
<div class="linklist">
<div><a href="methodcontent.html#creatingreusablemethodcontents">Method Content</a></div>
<div><a href="createatask.html#createatask">Create a Task</a></div>
<div><a href="createaworkproduct.html#createaworkproduct">Create a Work Product</a></div>
<div><a href="createguidance.html#createguidance">Create Guidance</a></div>
<div><a href="variability.html#variability" title="Variability allows elements in one content package to influence or modify elements in other content packages without actually directly modifying the original content. Variability enables changes to the content while keeping the changes separate and optional.">Variability</a></div></div>
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