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User manual

Assign a step to another user or to a Job Function. Doing so prevents you from working on the step further. The chosen user can process the step and send it on when completed.

Which users or Job Functions are available for selection depends on the configuration defined in the process design:

Process Job Functions - only the Job Functions assigned to the process of these can be selected.

All Job Functions - you can choose from Job Functions in the JobRouter system.

Defined JobFunctions - explicitly defined roles in the action button configuration.

Process Users - only the users assigned to the process of these can be selected.

All Users - all users can be selected

Defined Users - explicitly defined users in the action button configuration.

If there is no selection option to assign the step to e.g. a role, then this is configured by the process design.

Assign a step to a user

Click on Assign to open a pop-up window that allows you to choose a user.

Assigning a step to a user

Assigning a step to a user

Put the name of the desired user in the user name field. You can also select the name from a list.  Clicking the search_icon symbol opens another pop-up window where you can select a user.

Search for users

Search for users

You can search by user name, first name, last name or the members of a department. After you made a selection, click on Search. A list with all available users will be shown.

Choose a user

Choose a user

Choose a name from the list. A click adds the selected user into the desired field. The pop-up window will close automatically.

Assigning a step to a Job Function

You can also assign a step to a Job Function instead of to a particular user.

Assigning a step to a Job Function

Assigning a step to a Job Function

Select the Job Function radio button. A drop down menu with all available Job Functions appears. Select a Job Function.

In the comment field you can enter a text, if necessary. Click on Assign to close the pop-up window automatically. You will be returned to the box where you started the step and the step will be forwarded to the selected user or Job Function.