Assigning items
To move an item to the next step in the workflow, you may need to assign it to a user. For example, you may want to assign a new issue to a support engineer for review. The support engineer can then assign the issue to a programmer to fix.
1. In an item list, select the item and then click Assign on the Workflow bar.
In an open item, click Assign on the Workflow bar.
The Assign dialog box opens. The Assign By user defaults to the logged in user and the Date is set to the current date and time. You can change these values if needed.
2. Select an Assign To user.
Click
Tip: Administrators can limit the users initially displayed in the field to reduce the number of users and make it easier to find the correct ones. Administrators can also set the default value for the field as the list of currently assigned users, which makes it easier to reassign items without selecting the entire list of assigned users again.
3. Enter any Notes about the assignment. For example, you can let the user know why you are assigning the item, what action you want them to take, or who to contact for additional help.
4. Enter or select any Custom Fields information.
5. Click OK.
The item is assigned to the selected user.
Note: To view notes for an item assigned to you, open the item and click the Workflow tab. The user who assigned the item should let you know what work you are responsible for and provide detailed information. If you need more information, email the user who assigned the item. See Emailing from Helix ALM.
