To Edit a Responsibility Matrix

Once a responsibility matrix has been imported into AssetWise CONNECT Edition, you can edit the contents of the matrix to reassign roles, users, or skill groups for example. You may also delete records in a responsibility matrix.

Follow these steps to edit a responsibility matrix.

Open the responsibility matrix that you want to edit.
Select the Management tab.
To filter by levels, enter any of the following: Project, Area, Discipline and DocType.
To filter by person or skill, select Person or Skill and then enter a value in the box provided.

Note: This list includes only users or skill groups that appear in the matrix.
In the By Responsibility section, select each responsibility by which you want to filter.
Click Search.
The Search Results section expands to display a table of the qualifying records in the responsibility matrix. For example,

Tip: By default, the first 25 records appear in the list. You can navigate through all search results at the bottom of the table.
If you want to further refine the search, repeat steps 3 to 6 until you have the desired results.
Tip: You can remove all search criteria, by clicking Clear.
To add a responsibility, do the following:
1. In the Search results section, select one or more rows in the matrix if you want specify which levels that you want to edit, otherwise do not select any rows.
2. In the Manage results section, select Person or Skill, and then enter the value in the box.
  
  Note: This list includes all users or skill groups within the system.
3. Select each responsibility that you want to assign.
4. In Apply to options, select either Selected results to apply the changes to the rows selected in Step 9 (a), otherwise, select Search criteria to have the changes apply to all rows in the search results.
5. When you are finished, click Add.
Tip: You can also select each responsibility box directly from within the search results, to adjust a user or skill's responsibilities.

The responsibilities are added to the user or skill group.
To remove a responsibility, do the following:
1. In the Search results section, select one or more rows in the matrix if you want specify which Levels that you want to edit, otherwise do not select any rows.
2. In the Manage results section, select Person or Skill, and then enter the value in the box.
  
  Note: This list includes all users or skill groups within the system.
3. Select each responsibility that you want to assign.
4. In Apply to options, select either Selected results to apply the changes to the rows selected in Step 10 (a), otherwise, select Search criteria to have the changes apply to all rows in the search results.
5. When you are finished, click Delete.
  Tip: You can also select each responsibility box directly from within the search results, to remove a user or skill's responsibilities.
  
  The responsibilities are removed from the Person or Skill group.
  Note: If all responsibilities are removed, and the selected Person or Skill group is the only remaining Person or Skill group, the Level record will automatically be deleted.
You can also create new level records directly from the responsibility matrix. For more information, see To Create Level Records From a Responsibility Matrix.
You can also add users or skill groups to the responsibility matrix. For more information, see To Add Persons and Skills to a Responsibility Matrix.