Modify an existing assignment

If you have the required access right, you can modify an existing assignment and all its related parameters.

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

  • User role assignments

    Note: Once you assign users to an Approval, no user can change assignees. However, users with the correct access rights can cancel the Approval.

  • Due dates

  • Status

Tip: To modify an assignment, you must have the correct access rights. If you do not have them, then you cannot modify an existing assignment or view assignees.

To modify an assignment:

  1. Click Move icon.
  2. Optional: To change the status of the assignment, from the Status dropdown 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:
    ChangeAction
    Assign additional users

    From the Users dropdown list, select the users you want to add.

    Tip: You can type in a name to search for a user. If there are more than 250 users, some users might only appear in the list when you search for them.
    Delete assigned users

    Click on X beside the username.
    Add a comment

    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

    Either enter a date (format yyyy/mm/dd) or click Calendar icon to pick one.
    Change the assignment rules

    Modify the assignment rule to reflect the latest parameter requirements.
  4. Optional: To add an additional Role, click Add Role.
  5. Optional: To delete a Role, take the following actions:
    1. Click Trash icon.
    2. In the confirmation dialog, click Delete.
  6. Click Move.
    The assignment parameters are updated.