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Function documentationUser Responsibility Updates Locate this document in the navigation structure

 

You can change the responsible owner of objects from one owner to another permanently or temporarily.

Prerequisites

You are running the Administrator as the strategy management administrator. If Administration is unavailable to you, it means you are not running the Administrator as an administrator.

Features

You can do the following:

  • Review all the objects a user is responsible for by selecting the user name from the Select Owner of Items to Be Updated drop-down list. Do not filter the Type drop-down list by any selections.

  • Select a new owner for certain objects on a permanent basis.

  • Filter the list of objects by selecting the type of object from the Type drop-down list.

    Note Note

    Entry and Approval workflow steps are defined for a PAS model rather than the context. If you filter on Entry and Approval Workflow Steps for a particular owner, you see all the workflow steps from the model on which the selected context is based. The Context drop-down list is not relevant in this case. You may see workflow steps from multiple contexts if those contexts are all based on the same model.

    End of the note.
  • Remove owned items from the new owner by selecting them in the bottom list and clicking Remove. The items are returned to the original owner.

  • Select a new owner for certain objects on a temporary basis.

    You can temporarily change ownership of an Entry and Approval Workflow step, an initiative, or an operational review.

    You can set the start and end date for the temporary assignment. After the end date, the original owner is automatically reassigned to the selected items.

    Temporary reassignments take effect on a schedule. For information, see Scheduling.

  • Review temporary assignments using Assignment Maintenance.

  • Change from one temporary owner to another, or change the start and end date of the temporary ownership.

  • Revert a temporary ownership back to the permanent owner.

  • Delete a temporary ownership.

Activities

  • To update user responsibilities, click Update User Responsibilities in the Administration section.

  • To review all the objects a user is responsible for, select the user name from the Select Owner of Items to Be Updated drop-down list. Do not filter the Type drop-down list by any selections.

  • To select a new permanent owner for objects, select the original owner in the Select Owner of Items to Be Updated drop-down list. Then select the new owner from the Select New Owner drop-down list and click Permanent. Then select the type of objects to view, and from that list, select the select the objects you want to assign and click Add.

  • To select a new temporary owner for objects, select the original owner in the Select Owner of Items to Be Updated drop-down list. Then select the new owner from the Select New Owner drop-down list and click Temporary. Then specify the start and end dates of the temporary ownership. Then select the type of objects to view, and from that list, select the objects you want to assign and click Add.

  • To change from one temporary owner to another or to change the start and end date of temporary ownership, click Assignment Maintenance and then click Edit to edit the information as appropriate.

  • To revert a temporary ownership back to the permanent owner, click Assignment Maintenance and then click Revert.

  • To delete a temporary ownership, click Assignment Maintenance and then click Delete.