Assignments

Access an Assignment

Before You Begin

  • Create a Template for assignment (that is, the value in the Type field is Assignment).
  • If you want to access your assignment, ensure that you are the assignee of the Template (that is, the value in the Assignee(s) field corresponds to your role).
  • If you want to access an assignment that has been submitted for your review, ensure that you are the reviewer of the Template (that is, the value in the Reviewer(s) field corresponds to your role).
  • Apply the Template to the Shift for which you want to access an assignment.

Procedure

  1. Access the Shift Summary page for the Shift whose assignment you want to access.
    The My Assignment(s) workspace containing a table of assignments for the current Shift appears. The table contains the following columns:
    • Template ID: Contains the linked assignment from the source template.
    • Priority: Contains the priority of the assignment.
    • Type: Indicates the template type.

    A section appears below the table, where you can manage Filled Assignments.

  2. In the Template ID column, select the link for the assignment that you want to access.

    The data entry form for the assignment appears.

    Note: With the exception of the assignments in the Filled Assignments section, you can modify the values in the available fields as needed, and then select Save to save your changes.

Complete an Assignment

Before You Begin

Procedure

  1. Access the Shift Summary page for the Shift in which you want to complete an assignment.
  2. In the My Assignment(s) section, in the Template ID column, select the link in the row that contains the assignment that you want to complete.

    The data entry form for the assignment appears.

  3. As needed, enter values in the available custom fields.
    The drop-down picklist list created for the custom form is now available for selection in your custom fields.
    Note: The Headline field is a required field. This field is pre-populated with the value in the Assignment-ddmmyyyyhhmmss format, but you can modify the field to enter a custom name.

    You can modify this field only if it is added in the datasheet.

  4. Select Save.

    The assignment is completed. The completed assignment appears in the Filled Assignments section with the value New in the State column.

What To Do Next

Submit an Assignment for Review

Before You Begin

Procedure

  1. Access the Shift Summary page for the Shift whose assignment you want to submit for review.
  2. In the section that appears below the table in the My Assignment(s) workspace, select the row that contains the assignment that you want to submit for review.

    The selected assignment is highlighted.

  3. Select , and then select Propose, followed by Done.
    The state of the assignment is changed to Pending Review.

What To Do Next

Approve or Reject an Assignment

Before You Begin

  • Ensure that an assignment has been submitted for review.
  • Ensure that you are the reviewer of the Template associated with the assignment (that is, the value in the Reviewer(s) field corresponds to your role).
    Note: You can approve or reject an assignment only if you belong to the MI eLog Administrator Security Group.

Procedure

  1. Access the Shift Summary page for the Shift whose assignment you want to approve or reject.
  2. Select the row that contains the assignment that you want to approve or reject.

    The selected assignment is highlighted.

  3. Select , and then select Approve or Reject, followed by Done.
    • If you selected the Approve option, the assignment is Approved.
    • If you selected the Reject option, the state of the assignment is changed to Modified.

What To Do Next

Resubmit an Assignment for Review

About This Task

If your assignment has been rejected, you can modify it, and then submit it for review again. This topic describes how to resubmit an assignment.

Procedure

  1. Access the Shift Summary page for the Shift whose assignment you want to resubmit for review.
  2. In the section that appears below the table in the My Assignment(s) workspace, select the row that contains the assignment that you want to resubmit for review.

    The selected assignment is highlighted.

  3. Select , and then select Resubmit, followed by Done.

    The assignment is resubmitted for review.

What To Do Next