Delegating Roles

To be able to assign or reassign a role for an item, baseline, or Dimensions CM request, you can assign delegation candidates for that role. This means that you choose one or more of those delegation candidates for a specific item, baseline, or Dimensions CM request at the time that it needs to be worked on.

For example, when allocating a request, you may need to decide who to forward it to. You may have a large team but want to forward the request to only one of the developers. To achieve this, Dimensions CM enables you to create delegate roles and assign delegate candidates to such roles.

EXAMPLE:

You could create a delegation role called IMPLEMENTOR and assign several developers to this role. Then, when the Team Lead actions the request to the Work state, the action wizard requires them to decide whom to assign the request to. The Team Lead cannot action the request unless they have delegated a user.

The following diagram displays the lifecycle for request type CR.

The transition from Allocate to Work is assigned the role TEAM LEADER, which for the design part QUOTATION is assigned to Ted. The transition from Work to Test has the role IMPLEMENTOR assigned to it. For the design part QUOTATION, this role is assigned to Dawn, Will, and Dinesh as delegation candidates.

User | Role | Delegation Role on CR Work state
Ted | TEAM LEADER |
Dawn | DEVELOPER | IMPLEMENTOR
Will | DEVELOPER | IMPLEMENTOR
Dinesh | DOC WRITER | IMPLEMENTOR

1. The Change Review Board (CRB) raise a Dimensions CM change request against the QUOTATION design part. They action this request to the Allocate state.

2. Ted, the Team Leader, receives this request in his inbox because he has the Team Leader role on this design part.

3. On evaluating its impact, Ted decides that a change is required to the item autoquote.java.

4. As Dawn is the expert on this part of the application, Ted decides to allocate this work to her. In the desktop client, he actions the request. In the Action wizard, he specifies Work as the next state.

5. To delegate the request to Dawn, Ted selects the IMPLEMENTOR role and the capability for the role in the Action wizard. He then picks Dawn from the list of available users and adds her to assigned users.

6. The request is actioned to the Work state. Dawn, as the delegated user, gets the request in her inbox.

Assigning Delegation Candidates

You assign the required delegate roles to the required design part in the Administration Console > Users and Roles > Role Assignments, and select an Assignment Type of Delegation Candidate when creating the role assignments. For details, see Assigning Roles.

You then assign that role to the required lifecycle transition in the Administration Console > Configuration Object Management > Lifecycles. For details, see Managing Transitions. This means that the object cannot be actioned through this transition unless a user is delegated.

Related Topics

Managing Roles

Roles and Design Parts

Roles on Projects and Streams

Assigning Roles to Baselines

Assigning Roles to Requests

Choosing Role Capabilities

Special Roles