Identify the Assignee and Approver for a Progress Entry

Use the Progress tab of System Settings to identifies the assignee and approver for each update progress record type. The Assignment Mapping grid identifies who is notified and who else can enter or approve progress.  

For more information, see Assignment Mapping Grid Overview.

To identify the assignee and approver:

1. On the Navigation menu, click Administration » System Settings.

2. Click the Progress tab.

3. On the Assignment Mapping grid, click Search in the Assignee or Approver cell next to the hierarchy field you want to change.

4. Use the Field Selection dialog box to select an assignee or approver.

5. Click OK to close the dialog box.

6. Click Save.

What do you want to do?

View the steps of a workflow type

Specify the assignee and approver for progress entries

Modify the allotted days for each step in the workflow

Reassign a step in progress

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