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Improvement Assigner

The Assigner is the person within the organization who has assigned an Improvement to someone. They may be required to approve the Resolution before the Improvement can be completed.

 

What can the Assigner do?

They can:

 

Who can change the Assigner?

  • Anyone who has the "Edit" permission for Improvements in that Location.

  • Anyone who has the "Assign" permission for Improvements in that Location.

 

How do I change the Assigner? 

Open the Improvement with which you want to work, then:

  • Click 2017-08-09_1543.png 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.
     

This change will be noted in the activity log, and the new Assigner will be notified, as will the old one.

 

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