Normally, the editors of any record must be an assignee on the step of the workflow. However, there are times when a record may need editing by someone other than the step assignees. For example, the owner of a purchase order record should be able to attach revised documents to the PO at the end step of the workflow. Or, an engineer who has sent a task to an architect realizes that some drawings are missing from the record. The engineer should be able to attach the documents to the record, even though the task assignee is now the architect.
The Settings tab is where you can designate non-assignee editors for business process records. (These editors must have permission to at least view the record.) Editors designated on this tab can open records and modify the upper or line item content of the record. Changes made by these editors are recorded in the audit log. Whereas step assignees will see the form that is attached to a step, the record editors you designate on this tab will see a specific form for editing. This form must be specified in Primavera uDesigner when the business process is created.
Note: The editors you specify on this tab are record-level editors. You can designate additional editors at the step level when you set up the workflow. See "Settings for standard workflow steps"
To designate additional editors for records.
| 1 | Click the Settings tab. |
| 2 | In the Record Editor(s) field, click the Select button and choose the users or groups who should have editing privileges on this record. |
| 3 | Click Apply to save these settings. |
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