Responsibles

One of the most important features in any tracker is an ability to assign tracking item on a person. Such assignment means that this person becomes responsible for actions, as they are expected according to the workflow. Unfortunately, a lot of existing trackers do not control such assignments and you are able to assign tracking item in any state, even when the item is completed and no more actions are required.

eTraxis allows you to specify exact rules how to control assignments when the state of a record is being changed. When setting up a new template, you can specify a special 'responsible' attribute of any intermediate state. This attribute can be one of following values:

  • assign
  • remove
  • keep unchanged

'Assign' means that a record must be assigned on somebody when it's being moved to this state. eTraxis will require assigning the record, even if it's already assigned.

'Remove' means that a record must become unassigned when it's being moved to this state. It doesn't matter whether the record was assigned before.

'Keep unchanged' means that current assignment of record must not be changed. If record was assigned on somebody, it will remain assigned; if record was not assigned on anyone, it will remain unassigned.

Final states do not have such attribute, and always work as they are set to 'remove' option − when record is being moved to final state (i.e. going to be closed), its responsible is removed, if any.


Last update: 2009-07-30