Understanding assignments
In IXIASOFT CCMS Web, whenever a user assigns an object to another user, that object automatically becomes an assignment for the assignee.
Suppose a user with a Writer role assigns a topic to a user with a Reviewer role, that topic becomes an assignment for the assignee. If a user assigns an assignee an entire map, all topics in it are included as part of the assignment. However, assigning a map to a user does not automatically assign all the map objects to that assignee.
Active assignments and workflows
When a user creates an assignment, the user can select all the other users who need to work on it from a drop-down. Thus, a user can define the entire workflow for an assignment while creating it. The object does not need to have a specific status to assign it to specific roles and users. The assignment becomes active only when it has the correct status for users in a specific role.
For example, a user can assign a map to contributors and reviewers, but the assignment is only active for assignees with a Contributor role when it has a Contribute status.
Modifying assignments
To modify an assignment, a user needs either or both the Assign to and the changeStatus
access rights. If a user does not have access rights, the user can still see related
assignees for the object, but cannot modify an existing assignment.
CancelApproval access right can cancel the
Approval.Assignment access rights
To handle an assignments in CCMS Web, a user must specify the proper access rights for the assignment.
- Assign to allows a user to modify the Roles section in the Move dialog and assign objects or assignments to other users. Without this right, the user may still mark an assignment as finished, if granted that right.
- Change Status allows a user to change the status of an object in the Move dialog. It also allows the user to change the status of an assignment if the Allow users to change status assignment rule is selected.
- ApproveOrRejectApproval allows a user to approve or reject an Approval.
- CloseReview allows a user to change the status of a Collaborative Review to closed in the Move dialog.
- SetReviewAsDone allows a user to change the status of a Collaborative Review to done in the Move dialog.
- CancelApproval allows a user to cancel an Approval by changing its status.
Assign to right, that user cannot select
the assignment rule that allows reviewer assignees to change the assignment's
status. That assignment rule is disabled for assignments to users with that role.
Assignment rules
Each assignment has rules that specify how it behaves. A user can set one of these rules for an assignment while creating it.
| Assignment rule | Description |
|---|---|
| Allow users to change status | Grants assigned users with the changeStatus access rights the ability change the status of
the assignment |
| Mark as finished if everyone is finished | Grants assigned users the option to mark themselves as finished in the
Move dialog Note: An assignment is only considered finished when all
the assigned users for the active role mark the assignment as
finished. |
| Mark as finished if at least one person is finished | Grants assigned users the option to mark themselves as finished in the
Move dialog. Note: An assignment is only considered finished if at
least one user for the active role marks the assignment as
finished. |
Users finishing assignments
A user can mark their work on an assignment as finished without changing the status of an assignment. That user is considered finished with the assignment independent of the assignment status.
If a user edits an assignment that the user had already marked as finished, CCMS Web switches the assignment back to To-do for that user.
Finished assignments
The assignment rules determine when to mark the whole assignment as finished. Once the assignment meets those assignment rules, it is marked as finished for that status, which is visible to all assignees. Once the assignment moves to a different status in the workflow, the assignment resets for the new status and is no longer marked as finished.