Roles assignment to the Workflow status
Similar questions: How to restrict users with certain roles to the Workflow Status? How to
make it mandatory to assign at least one user to certain Workflow Status?
For the first
status of the Workflow (draft or new procedure status) it is not possible to
restrict Roles of users that can be assigned to it. Since it’s the first status
of the Workflow – it is also not possible to make the user assignation
mandatory. For all further Statuses it is possible to assign users during the Status
change – therefore it is also possible to make assignment of at least one user
mandatory.
- Restricting Roles that may be assigned to certain Status is necessary when only users having those Roles are authorized to complete the step (for example Procedure verification, approval, technical review).
- In
tab go to
and select the Lockout workflow for which it is necessary to set up Roles assignation.
- In the Workflow details page go to the Status that needs to have user Role restrictions and open Status details. In the bottom of details there will be a field to select Roles of users that may be assigned to this status (by default it’s All roles):
- From the drop-down list select roles to which this Status will be restricted. It will be possible to assign only users having these roles.
- Assigning a user to certain Status is optional by default, but if it’s the case that there has to be some user assigned to a certain step (this user receives a notification after assigned), then this setting has to be selected in the bottom of the Status details section:
Related Articles
Defining possible actions for each status of the Lockout Workflow
Similar questions: How to limit the possibility to edit, print or use of the procedure that has not been approved yet? Where to indicate whether Lockout Procedure may be edited being at a certain Status of the Workflow? In case the possibility to ...How to create or modify a Workflow status?
How to create or modify a Workflow status? Similar questions: How to set up the time allotted for a certain status? How to rename the Status? Creating and editing workflows can be performed by users having relevant rights in their Users and rights ...Status watermark on printed LOTO procedure
Similar questions: How to indicate a LOTO status on the procedure? How to inform final user that procedure is not in Approved status or has Expired? Within go to tab and open the Lockout workflow that you wish to activate Watermark function for ...Changing the Status of the procedure
How to change the Status of the procedure? Similar questions: How to do the Status Transition for a procedure? How to move procedure to the next step? Where to view the Workflow in the procedure before selecting the correct transition? Status changes ...How to create a new Lockout workflow?
Creating new Lockout workflow? Similar questions: How to select a default workflow for Lockout procedures? How to rename the workflow? Creating and editing workflows can be performed by users having relevant rights in their Users and rights according ...