Routes & Tasks

  Assign Route Tasks

When a workflow is added from a Route Template or generated automatically in an EC or Info Tracker creation, some Assignees may be listed by system role.

The Owner/Originator of the context object must assign a person to any role-based Task in the Submit state Route.

To assign role based Tasks to individual ENOVIA users:

  1. Access the context object (EC, InfoTracker, etc.) of the Route.

  2. Click Lifecycle on the category  tree.

The object Lifecycle page displays.

  1. Click on the Approvals/Tasks tab tool bar.

The Approvals/Tasks edit window displays.

  1. Select a person for each task using the Assignee column pull down lists.

The Assignee column pull down list is limited to persons with appropriate roles in the RDO of the Info Tracker.

Some Tasks may require a Due Date. This field may be set in this window, if needed.

  1. Click Done.

The selected persons are displayed in the Assignee column on the Approvals/Tasks tab of the Lifecycle page.

Start the Route if all other work is complete.