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Configuring The Action Management Process: Action Assignor

Initial Steps And Navigation

 

1. Begin by logging to the CMO Application 

2. Navigate to Admin Module

 

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3. Go to 'Action Management Process' tab on left tab

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Action Management Process Navigation

 

4. Click Default Step

 

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5. In the Action Workflow Steps - Click Pending (Note that these changes can be made for any of the Steps in Action Management Process)

 

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6. In the 'Pending' step diagram, Go to the 'Operations available on this step' section.

 

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Designate The Role(s)

7. For the 'Change Action Assignor' feature in the list, click on the link saying 'Can be performed by...'

 

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8. We can then select/un-select the roles which can request for the Change Action Assignor of the Action in the system. Please note that we can also select the 'Responsible', 'Superior of Responsible' or 'Assignor' of the Action to perform this operation

 

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9. Click Save button to save the changes AND all the selections will appear in the 'Can be performed by' link

 

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