Create an Assignment

Before you begin

  1. Create a role.
  2. Add members to the groups.

About this task

An assignment must contain only one role. It can contain multiple resources and groups.

Procedure

  1. Select Create Assignments.
    The Create Assignments window appears.
  2. To add a role to the assignment, select Roles and then, in the row containing the role you want to add to the assignment, select .
    The role is added to the assignment.
  3. To add groups to the assignment, select Groups and then, in the row containing the group you want to add to the assignment, select .
    The group is added to the assignment.
  4. To add a resource to the assignment:
    1. Select Resources.
      The Resources page appears, displaying the list of departments.
    2. Select for the department for which you want to view the lines.
      The lines that owned by the selected department appear.
    3. Select for the line for which you want to view the units.
      The units that are part of the selected line appear.
    4. Select to add the unit, line, or department to the assignment.
    Note: When you add a department to the assignment, all the lines and units included in the department are added to the assignment. When you add a line to the assignment, all the units included in the line are added to the assignment.
    Tip: If you do not want to create an assignment after adding roles, groups or resources, select Discard.

Results

The assignment is created.

Watch the following video for a demo on how to create an assignment and provide permissions in Plant Applications.