Select an Owner

The owner of a record is the person or person group that is in charge of the record from an administrative perspective. The owner keeps the customer updated and acts as the point person for any issues involving the work. You can use the Select Owner action to assign ownership to a person or person group, or you can use the Take Ownership action if you want to take administrative ownership of the record yourself. You can access the Select Owner dialog box from more than one application.

The system uses the following guidelines for ownership:

 To select an owner:

  1. Display the record for which you want to select an owner.

  2. From the Select Action menu, choose Select Owner to open the Select Owner dialog box.

  1. To select an owner, perform one of the following actions:

  2. Click the Person tab and select a person. The dialog box closes and the Owner field on the record displays the selected person. Refer to the Person Group and Date Filtering discussion, below.

  1. Click the Person Groups tab and select a person group. The dialog box closes and the Owner Group field on the record displays the selected value.

  1. Click Save .

Person Group and Date Filtering

If the Persons tab on your Select Owner dialog box displays a Person Group field and a Date field above the Persons table window, then you can filter the list of persons by the values in these fields.

To display persons in another person group, click the Select Value button in the Person Group field, select another group, and click Refresh.

To display all persons, clear the Person Group field (and Date field, if it contains a value) and click Refresh.

Note: When you open the Select Owner dialog box, the Date field may be empty or it may contain a value the system uses to automatically filter the list.  A system administrator specifies this behavior using the Ownership Assignment Options action in the Organizations (Oil) application.

If the Date field is empty, you can enter a date and time and click Refresh. The system checks the calendars of the persons in the Persons table window and lists only those who are available for the date and time specified.

If the Date field contains a value, then the system automatically filtered the list of persons for availability when the dialog box opened. To determine a value, the system compares the current date and time with the values in the record's Reported Date and Target Start fields, and uses whichever is latest.

To remove the filtering, clear the Date field and click Refresh.

To see who is available at a different date and time, enter the value in the Date field and click Refresh.

For example, suppose the Person Group and Date fields are empty when you open the dialog box. You specify a person group and a date and time, and click Refresh. The system displays only the persons in the specified group who are available on the specified day and time.

See Also

Take Ownership