Project: HELiOS

Assign Roles

Use the Assign roles function (available via the context menu for documents), you can define or change role assignments for Role workflow documents.

In the subsequent selection field, click on a role, and then click on the Assign role button at the bottom of the dialogue.

In the Member selection area on the left hand side of the displayed assignment window you can make a selection in the User and Groups panes and transfer your selection to the Role members area on the right hand side of the window using the ->-button, or remove them again using the (<-) button. Click the Take over, object-specific button to save changes.

A prerequisite for this is that the User corresponding User has the permission in the Role Workflow management to Change role assignments. You can grant this permission to individual Users in the Workflow Management of the EDBSETUP.exe. Proceed as follows: Right-click a Workflow step and select Role functions. Then choose a Role and click Edit functions. (then, select Change role assignment and click -> to add the Role to the Role functions.

Please note:

• Role assignment is also possible for several documents at the same time via multiple selection.
• A requirement for this is that all documents belong to the same Role Workflow type (e.g. General document (R) or Part (R)) .
• The changes are made object-specifically, i.e. they will not be displayed in the detail window for multiple selection.
• Use the Mask Editor to add the data field "WORKFLOWZUORDNUNG" ("WORKFLOWASSIGNMENT") to overviews, which enables the displaying of objects sorted by specific workflow types.

Workflow Management