Assigning Users to Transitions and Checklists - PAS Integrity Software Suite - 7.3 - Administration & Configuration - Intergraph

Integrity Administration Guide

Language
English
Product
PAS Integrity Software Suite
Subproduct
Cyber
Search by Category
Administration & Configuration
PAS Version
7.3

In many cases, work processes have team members who are assigned to review or approve the work at various stages. Integrity allows you to specify which users can approve cases so the cases can transition from one state to the next. You can also specify which users are assigned to checklists in cases.

The Assign Users to Checklists/Transitions link on the Workflows window in the Admin Utility allows you to assign users to transitions or checklists.

To assign users to transitions or checklists:

  1. In the Admin Utility, click the Workflows link.

  2. On the Workflows window, click the Assign Users to Checklists/Transitions link in the Workflow-related Tasks area. The User Assignments window is displayed.

  3. Select the tab for the type of assignments you want to define:

    • Transition Approval: Allows you to specify who can approve a case transition from one state to the next. For each location and workflow definition, select one or more users for each of the listed transitions. When a case requires approval to transition from one state to the next, an email is sent to the users selected for the transition, location, and workflow definition of that case.

    • User Notification: Allows you to specify who receives an email when a case transitions to the next state. For each location and workflow definition, select one or more users for each of the listed transitions. When a case transitions from one state to the next, an email is sent to the users selected for the transition, location, and workflow definition of that case. The case owner automatically receives this notification, so you do not need to add the owner.

    • Checklist Assignment: Allows you to specify who is assigned to checklists in a case. For each location and workflow definition, select one or more users for each of the listed checklists. When a case transitions to a state with a checklist, an email is sent to the users selected for the checklist, location, and workflow definition of that case. You can also limit checklist updates and signing to the users you selected for that checklist, location, and workflow definition.

  4. Click on a location, and then a workflow definition.

    admin-workflow-user-assign

  5. In the User assignments list, click on a transition or checklist.

  6. On the Select Users window, add users to the appropriate lists.

  7. Select All primary users must approve or Any user(s) must approve. If you select Any user(s) must approve, type the number of users to approve in the text box.

  8. Click Save.

  9. Repeat Steps 5-8 for all transitions and checklists you want assigned users.

  10. If you want to enforce checklist assignments and not allow other users to update or sign checklists, on the Checklist Assignment tab, check the Only assigned users can complete checklist check box.