Update Assignment Requestor

Step-by-step instructions: Update the Requestor of an Assignment.
Updated 5 days ago

The Requestor is the member an Assignment is performed for. A Requestor is optional: an Assignment started by a Trigger usually has none. The member who assigns a Procedure is its Requestor by default, and the Requestor can follow and work the Assignment even without access to its Portfolio.

  1. Select the Assignment and press the Info tab in the detail pane.
  2. In the Details panel, choose the Requestor, or press its clear button to remove the Requestor.
    Details panel of an Assignment with its Requestor

Related Articles

Overview

  1. Assignments Overview
  2. Key Terms

Step-by-Step

  1. Update Assignment/Task Assignee
  2. Create an Assignment
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