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Name someone else an Improvement's Assigner

There are many reasons you might want to have another user listed as the Assigner. For example:

  • If you’ve been given the task of assigning Improvements within your Network Location, but you aren’t the only leader in that Location and would rather have one of the others take on the responsibilities of the Assigner.

  • If you’re responsible for assigning a bunch of Improvements, but you’re not the person who needs to approve their final Resolutions.

  • If you’re helping your leader manage their Improvements, so they should be named the Assigner on the Improvements you’ve been tasked with distributing.

 

How do I do make someone else the Assigner?

NOTE: To assign an Improvement, you must have the "Assign" permission for Improvements in that Location. To edit the Assigner, you must have either the "Assign" or "Edit" permission for Improvements in that Location.

 

If you're assigning a "New" or "Planned" Improvement and want to make someone other than yourself the Assigner, open the Improvement, then:

  • Click 2017-08-23_1543.png in the action bar.

Action_bar_-_assign.jpg

In the resulting window:

  • Assign the Improvement as you normally would by entering the name of the person who should be made responsible for it in the "Responsible" field and the date by which it should be completed in the "Due Date" field.

  • Enter the name of the person you want to be the Assigner in the "Assigned By" field.

  • Make any other necessary changes to the team or to any fields or Attributes presented - which options are available depends on your organization's configuration for Improvements of this type.

  • Click 2017-08-23_1601.png.

 

 

If you're changing the Assigner on an already assigned Improvement, open the Improvement, then:

  • Click  in the action bar.

  • Click 2017-08-22_1544.png in the resulting drop-down menu.


Action_bar_-_edit_team.jpg

In the resulting window, locate the "Assigned By" field. If you don't see this field, you do not have permission to assign this Improvement. In that field, you can:

  • Open the drop-down menu to reveal a list of up to ten users including yourself and your most frequent selections.

  • Begin typing someone's name in that field to search for them among all users (not just those top choices).

    In the resulting drop-down menu, select the correct user.

  • Click 2017-08-09_1431.png.

 

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