Assignment Approval

This section discusses Assignment Approval workflow.

Description

Information Type	Description
Event Description	The following events trigger Assignment Approval workflow: Save a new assignment with a status of Assigned. Modify an assignment date for an assignment that is in an Assigned status. Modify the assignment status of an existing assignment from any status to Assigned. Reject an assignment. Modify an assignment status to any status that is specified on the Assignments eMail Notification Options page for triggering email notifications to the resource, resource manager, and project manager.
Action Description	Saving a new assignment with a status of Assigned triggers a worklist item to the manager of the resource—either the resource's supervisor (as defined on the Job record) or the resource's pool manager, to approve the assignment. Note: The pool manager is determined by first identifying to which pool a resource belongs (through the RS_POOL_MEMBER record), and then identifying the manager of the pool (through the RS_RES_POOL record). You select either the supervisor or pool manager as the resource manager in the Resource Manager Options group box on the Resource Management Options page. Saving a new assignment with a status of Assigned triggers workflow to the project manager for the project. Modifying a date for an assignment in an Assigned status triggers a worklist item to the resource's manager and project manager to approve the assignment date change. Modifying the status of an assignment from any status to Assigned triggers a worklist item to the resource's manager and project manager to approve the assignment status change. Modifying an assignment date or status triggers an email notification to the resource's manager, the resource, and the project manager. Rejecting an assignment triggers an email notification to the resource and the project manager.
Notification Method	New assignments, date changes, or status changes that require approval are sent to the worklist. Notifications to the resource's manager, resource, and project manager of assignment date and status changes are sent through email.

Information Type

Description

Event Description

The following events trigger Assignment Approval workflow:

Save a new assignment with a status of Assigned.

Modify an assignment date for an assignment that is in an Assigned status.

Modify the assignment status of an existing assignment from any status to Assigned.

Reject an assignment.

Modify an assignment status to any status that is specified on the Assignments eMail Notification Options page for triggering email notifications to the resource, resource manager, and project manager.

Action Description

Saving a new assignment with a status of Assigned triggers a worklist item to the manager of the resource—either the resource's supervisor (as defined on the Job record) or the resource's pool manager, to approve the assignment.

Note: The pool manager is determined by first identifying to which pool a resource belongs (through the RS_POOL_MEMBER record), and then identifying the manager of the pool (through the RS_RES_POOL record). You select either the supervisor or pool manager as the resource manager in the Resource Manager Options group box on the Resource Management Options page.

Saving a new assignment with a status of Assigned triggers workflow to the project manager for the project.

Modifying a date for an assignment in an Assigned status triggers a worklist item to the resource's manager and project manager to approve the assignment date change.

Modifying the status of an assignment from any status to Assigned triggers a worklist item to the resource's manager and project manager to approve the assignment status change.

Modifying an assignment date or status triggers an email notification to the resource's manager, the resource, and the project manager.

Rejecting an assignment triggers an email notification to the resource and the project manager.

Notification Method

New assignments, date changes, or status changes that require approval are sent to the worklist.

Notifications to the resource's manager, resource, and project manager of assignment date and status changes are sent through email.

Note:

A worklist item or email notification is not sent to the user who changes the assignment. For example, a worklist item is not sent to the resource's manager to approve a new assignment if the resource's manager is the person who submitted the assignment.

Assignment Approval workflow options are activated on the Resource Management Options page.

Important:

For all resources, you must enter a supervisor on the Update Employee Data - Employee Job page before you can use workflow to send assignments for approval or notification to the resource manager. This applies if select the supervisor as the resource manager.

Workflow Objects

Information Type	Description
Business Process	Assignment Approval (RS_ASSGN_APPROVAL)
Activity	Assignment Approval (RS_ASSGN_APPROVAL)

Related Topics