Assignments can be created for the authorized user of an asset via the Create Assignment for Authorized User. This capability is available in the content areas of most assets for all data stewards and business roles such as Application Manager, Technology Manager, Team Member, Project Manager, Resource Manager, and Portfolio Manager. Assignments can be managed and tracked in the My Tasks section in the navigation panel > My Assignments, and Sent Assignments.

Create an assignment for an asset. Go to the content area of the asset you want to create an assignment for >  ThreeDots 3-dots button > Create Assignment for Authorized User. Provide a title for the assignment, target date when it should be completed, and whether it is optional or mandatory. You can add detailed components and attach a document if necessary. Once the assignment is created, the task is automatically assigned to the asset's authorized user and is available to them via My Tasks > My Assignments. The authorized user can reassign the assignment as needed.

Access and manage the assignments assigned to you. In the navigation panel, go to My Tasks > My Assignments. All assignments assigned to you are displayed in the data workbench. Completed or expired optional assignments will be automatically closed.

  • Click Edit to change its details, update the assignment status as the work progresses, or reassign the task to other users if necessary.
  • Click Reminder Period to set up reminders for upcoming due dates.
  • Navigate to the content area for an assignment. Scroll to Assignment Audit Trail to understand the change history of the assignment. Scroll to Attachments to access any documents attached to the assignment

Track the progress of assignments you have triggered. In the navigation panel, go to My Tasks > Sent Assignments.

  • Click Edit to change its details, update the assignment status as the work progresses, or reassign the task to other users if necessary.
  • Click Reminder Period to set up reminders for upcoming due dates.
  • Navigate to the content area for an assignment. Scroll to Assignment Audit Trail to understand the change history of the assignment. Scroll to Attachments to access any documents attached to the assignment