Associate a role with time lines

After you have associated roles with object types, you can also associate a role with time lines for those object types.

About this task

How members of a documentation team are associated with each object type varies, depending on the different phases of the documentation life cycle. For example, while both Writers and Reviewers are associated with topics during the Authoring cycle, a Writer's tasks and time lines differ substantially from a Reviewer's.

Procedure

  1. Open the Role Manager window.
  2. Click the lock manager icon Lock button.
  3. In the Roles list, select the role to configure.
    The object types assigned to the selected role are displayed under Document type.
  4. Under Document type, select an object type.
  5. Right-click in the Time Lines list and do one of the following:
    • Select New Time Line to add a new time line. Chose from Active, Incoming, and Retained.
    • Click on an existing time line to configure it.
  6. With the time line selected, select each applicable status from the Status list.

    Each status defined in your configuration appears in the Status list.

    In this example, the Editor is the Active role for topics at Authoring:edit-review.



    Note: The * in the Status list above applies your selection to all cycles.
  7. To select another time line for this role and document type, repeat from Step 5 to configure its status.
    For example, you might want to configure the Editor to be the Incoming role for topics at Authoring:draft so that Editors can anticipate their pending workload.
    Note: Depending on the role, you may configure one, two, or all three possible time lines. For example, a graphic artist might have a status associated only with the Active time line and only for image document types; whereas a Resource Manager who wants to keep abreast of the entire project would likely have a status associated with all document types and all three possible time lines.
  8. Repeat from Step 3 to associate additional roles with time lines.
  9. Click Ctrl+S to save your changes locally.
  10. Click Check In Document (check in manager icon) to commit your changes.
  11. Inform users of the changes.
    The changes are automatically applied once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIA CCMS > Synchronize Configuration. Additionally, refresh IXIA CCMS Web so that users see the change reflected there.