Modify an existing assignment

If you have the required access right, you can modify an existing assignment.

You can modify any parameter of the assignment, such as:

  • Who is assigned under a role
  • Due dates
  • The status of the assignment

To modify an assignment:

  1. Click Move icon.
  2. (Optional): To change the status of the assignment, from the Status drop-down list, pick a new status.
    Note: If you change the status, you must also enter a comment in the Comment field.
  3. (Optional): To edit a Role, click Edit icon.
    You can change any of the following for the Role:
    ChangeSteps
    Assign additional users
    1. From the Users drop-down list, select the users you want to add.
    Delete assigned users
    1. Click on X beside the name.
    Add a comment
    1. In the Comment field, add a comment for assigned users to see.
    Change the context map
    1. Beside the name of the context map, click Modify.
    2. Select the radio button of the context map.
    3. Click OK.
    Change the due date
    1. Either enter a date (format yyyy/mm/dd) or click Calendar icon to pick one.
    Change the assignment rules
    1. Select the assignment rule you want
  4. (Optional): To add an additional Role, click Add Role.
  5. (Optional): To delete a Role, do the following:
    1. Click Trash icon.
    2. In the confirmation dialog, click Delete.
  6. Click Move.