AssetWise Director Help

To Assign a Person or Organization Responsibility for an Object

  1. Open the object you want in the Content pane.
  2. Expand the Responsibilities topic.
  3. In the next available row, in the Responsibility field, select a responsibility type from the list.

    Next you will either associate an organization or a person to this responsibility type.

  4. To associate an organization, do one of the following:

    In the Org Code field, enter the organization code and press the <Tab> key to validate the organization.

    or

    Click the Query Organizations link to search for the relevant organization, then drag it from the search results into the Responsibilities topic.

  5. To associate a person, do the following:
    1. In the Org Code field, enter the organization code of the person you want and press the <Tab> key to validate the organization.
    2. Now add the specific person in the organization by doing one of the following:

      In the Person Code field, enter the code for the person and press the <Tab> key to validate the person.

      or

      Click the Query Persons link to search for the relevant person, then drag the person from the search results into the Responsibilities topic.

      Note: If the person you drag in is related to more than one organization, a dialog opens asking you to select the appropriate organization.
  6. When finished assigning responsibilities, click the Save icon.
Tip: To unassign a responsibility, click the Delete icon next to a person or organization in the list.