Assign a Task to a Hierarchy

When you use a hierarchy to assign a task, the system must retrieve a range of
employee names from the hierarchy. These names represent employees the task
could possibly be assigned to. For the system to retrieve a range of names, you
need to specify the starting point and ending point of the range.

• To specify the starting point, select a person from the Start fromlist.

o Since you are configuring a purchase requisition task in this
example, you can select Requester. (This is a purchase
requisition field that contains an employee name.)

o The system will determine who submitted the purchase
requisition. Assume that Sam submitted the purchase requisition.
This means the system will start retrieving the employee names
that appear before Sam in the hierarchy.

• To specify the ending point, click Add condition.

o Enter a condition to indicate where in the hierarchy the system
should stop retrieving names. For example, if you want the
system to stop at Liz's name, you could enter the following
condition: Line manager level = 2. (This is because Liz is Sam's
second-level manger.)

o If you want the system to stop at Bill's name, you could enter:Job title is Corporate Vice President.

o If you want the system to stop at Mark's name, you could enter:Approval limit = 10,000.


To assign a task to a hierarchy, complete the following steps.

1. In the left pane of the Properties form, click Assignment. On the Person tab, click Hierarchy.
2. Click the Hierarchy selection tab.

3. To specify the starting point, select a person from the Start from list.

4. To specify the ending point, click Add condition.

5. Click the Hierarchy options tab. 



6. Specify those employees from the range specified in the previous
step the task will be assigned to.

a. If you select Assign to all users retrieved, the task will be
assigned to all employees in the range.

b. If you select Assign only to last user retrieved, the task will be
assigned to only the last employee in the range.

c. If you select Exclude users with the following condition, the
system will not assign the task to users in the range who meet a
specific condition. Click Add condition to specify the condition. 

7. Click the Time limit tab.

8. In the Duration field, specify how much time the user has to
complete this task. If the user does not complete the task in the time
allowed, the task is considered overdue and will be escalated
according to the options you selected in the Escalation area. 

Regards,
Hossein Karimi