Role and timeline management

Note: This can be viewed within a dedicated SaaS deployment, but in a test environment.

You must configure a role or timeline to set up the Todo list and manage document assignments.

To do so, follow this sequence and each of the related procedures.
  1. Create roles and configure the maximum number of assignees. See Create a role.
  2. Associate roles with document types. See Associate a role with its document types.
  3. Associate roles with timelines. See Associate a role with its time lines.

You can always modify configured roles and timelines to suit the needs of your documentation cycle.

Note: The updates you make to the configuration are applied when users next connect to their respective IXIA CCMS applications. To apply them immediately, advise users to synchronize their configuration. For users of IXIA CCMS Web, an Administrator must perform a server refresh to make updates visible. See Synchronize configuration files.