Assign Ownership Options

In Work Order Tracking and several Service Desk applications, you use a Select Owner action to assign an owner to a work order or ticket. The Select Owner dialog box has a Date field that can filter a list of persons by their availability, according to their calendars. You use the Ownership Assignment Options dialog box to specify whether the system inserts a value in the Date field and automatically filters the list of persons.

To specify whether the system automatically filters the list of persons:

1. In the Organizations (SP) application, select the organization for which you want to assign ownership options.

2. From the Select Action menu, select Ownership Assignment Options. The Assign Ownership Options dialog box opens.

3. Select a site.

4. Select one of the following choices:

5. Do not check Person Availability - When the Select Owner Dialog box opens, the Date field is empty and the system does not filter the list of persons by availability. This setting is the default. A user can still insert a date and time and click Refresh to filter the list.

6. Check Person Availability - When the Select Owner Dialog box opens, the system inserts a date and time in the Date field. It automatically filters the list of persons by their availability at that date and time, according to their calendars. A user can clear the Date field and click Refresh to disregard availability and view all people in the person group.

For the Date field, 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.

5. Select other sites and set the option as needed.

6. Click OK.