Allows you to select the recipients for a workflow step.
This dialog box contains two different lists of users and roles assigned to the step. The Assignment list contains the names of users and roles that are assigned to the step to perform some task. The Information Only list contains the names of users and roles that are assigned to the step only to receive information.
User List - Displays the list of users or roles available for assignment. This box contains only two roles (Submitter and ChangeOwner) until you query for users or roles.
Matrices List - Displays the list of matrices available for assignment. This box is empty until you search for matrices.
User or Role - Displays the list of users or roles currently assigned to the transmittal. A selected check box beside a user or role in the Information Only list indicates that a response is required upon receipt of the step before the workflow can continue.
Description – Displays the description for the user or role.
Reason for Receipt – Allows you to specify the reason that the user or the role will be assigned the workflow step. The value is populated by default with the value in the Default action reason for receipt box, but you can change the value here.
The value is set to Information Only by default when a user or role is added to the Information Only section. However, you can change that value, if necessary.
Format – Allows you to specify the format in which information will be sent the user or role. By default, the format is inherited from the setting in the Default format box, but the value here can be modified.
Matrix Name – If the user name or role was assigned to this step using a matrix, the name of the matrix is displayed here.
Add - Allows you to assign the selected users or roles to the workflow step to perform an assignment.
Remove - Allows you to remove the selected users or roles from the workflow step.
If an email or paper user is assigned a workflow step, you will need to use the Response Manager window to record their actions and complete the steps on their behalf.
Matrices
Matrix Name - Displays the name of any matrices assigned to the workflow steps to define steps recipients.
Default values
Default format - Specifies the paper format automatically assigned to newly added paper users or roles.
Default action reason for receipt - Specifies the reason for receipt automatically assigned to newly added users or roles in the Assignment section of the dialog box.
Default information reason for receipt - Specifies the reason for receipt automatically assigned to newly added users or roles in the Information Only section of the dialog box.
Group Acknowledgement Control
All recipients must acknowledge receipt - Indicates that all users in the Information Only list must acknowledge the receipt of the step.
OneUserPerRole - Indicates that at least one user from each role included in the Information Only list must acknowledge the receipt of the step.
OneUserPerStep – Indicates that only one user from all the users and roles included in the Information Only list must acknowledge the receipt of the step.
Group Assignment Control
All recipients - Indicates that all users in the Assignment list must perform the work of the step.
OneUserPerRole - Indicates that at least one user from each role included in the Assignment list must perform the work of the step.
OneUserPerStep – Indicates that only one user from all the users and roles included in the Assignment list must perform the work of the step.
Matrices - Allows you to search for particular matrices.
User - Allows you to search for users to assign to the step.
Role - Allows you to search for roles to assign to the step.