Getting Started

Assignment and Workflow Settings

In the Assignment planner settings you can define your workflows, as well as decide what notifications to send out for assignments. You access it through the icon in the top right corner of the Planner view.

Settings for before or during the assignment
  1. Change the document release status: Check this if you want assignments to be tied to workflow status changes. Then, creating a Review assignment, for instance, will automatically move the document to the In review workflow stage.

  2. Send email to all assignees: If checked, each assignee gets an email when assigned a task.

  3. Notify me: If you want an email reminder when your assignment starts.

  4. Check in documents: If there are components checked out, it may cause problems carrying out the assignment. Enabling this option will automatically check in all related components.

  5. Send a reminder to assignees: If you want to remind any assignee who hasn't yet responded (approved or rejected) one day before deadline.

Settings for when the assignment finishes
  1. Change the document release status: Check this if you want assignments to be tied to workflow status changes. In this case, when a review assignment finishes, it will move the document to the next stage in the workflow.

    If there is no translation stage (chosen in next setting), this would release the document.

  2. Use translation stage for automatic workflow changes

    • Assume that my documents are translated (default): If this is chosen, the "next" stage will be In translation if you have chosen to move the workflow stage automatically above when finishing a review assignment.

      ... InReview.png → InTranslation.png ...

    • My documents don't need to be translated: If you choose this, the "next" stage after In review will be Released when finishing a review assignment.

      ... InReview.png → Released.png ...

    Example 8. Automatic workflows with assignments

    If the Change the document release status setting is enabled for both setting for before assignment, and for when assignment finishes, then the workflow will be completely tied to assignments for workflows without translation:

    WorkInProgress.png → InReview.png → Released.png

    For workflows with the translation stage it will be automatic up until the translation stage:

    WorkInProgress.png → InReview.png → InTranslation.png

    Releasing the document needs to be done directly in the Resource view in this case.

  3. When is the assignment finished?

    • All users have responded (default): In this case, the assignment is finished as long as all assignees have responded, whether they have approved or rejected.

    • All users must have approved: In this case, the assignment will still be active, even if all assignees have completed it, if any of them have rejected it. You can then re-assign the same assignment again.

Filter Settings

The Filter settings allow you to easily see only what you are interested in. You can filter on assignment type, language, assignee, and status:


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