Record ownership

The owner of a record is the person or person group that is in charge of the record from an administrative perspective. The owner is the contact person for any issues involving the work.

A record can have multiple owners during its life. You can specify an owner or owner group until the status of the record is Closed. A workflow or escalation process also might assign ownership.

You use the View History action to see the ownership history of a record.

There are two ways to assign ownership. You use the Select Owner action to choose a person or owner. You use the Take Ownership action if you want to be responsible for that record.

See also

Status and ownership history

Assign ownership to individual records

Take ownership of individual records