This article provides information about named user plan review assignments and how reassignments are handled.
In this article:
What is a Group assignment?
Because every assignment must be associated to a Group, all assignments are considered Group assignments.
What is a named user assignment?
A named user assignment (aka: personal assignment) is an assignment that has been given to a specific user to complete.
With a named user assignment, expectations are that the named user is the person who is ultimately responsible to change the assignment's Status.
Who can change an Assignment Status?
Any users who belong to the assignment's Group may change the assignment's Status.
When should we use the Reassignment option?
When an assignment has been given to a 'named user' and that user has added markups, stamps, comments to the document and, the named user will not be able to complete their assignment task.
Why? Because comments, sketches, stamps, measurements, etc. that were created by the named user are protected from unauthorized changes by other reviewers.
(This assumes that system Permissions have been configured for best practices to prevent users from changing markups made by other reviewers.)
What happens when an assignment cannot be completed by the named user?
Option 1:
Give the assignment to a different user.
(This assumes that system Permissions have been configured for best practices to prevent users from changing markups made by other reviewers.)
Follow these steps:
- Select the pencil icon to open the EDIT ASSIGNMENT form.
- Select a different user in the dropdown.
- Select SUBMIT.
Option 2:
Have a user with the proper permissions, (ie: the Group Manager), complete the plan review.
This assumes that system Permissions have been configured for best practices to allow Group manages rights to edit/delete markups made by users in their Group(s).
Best Practices
When plan review is transistioned out, be sure to remove them from any Distribution workflows where they are 'named users'.
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