If you have the proper permissions, you can delegate a request to another user. You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog. When you delegate a request, you change its role assignments.
Adding a Colleague to a request
Delegating Requests Using Drag & Drop
To add a colleague:
Right-click the Colleagues node in Serena Explorer and select Add colleague. The Add Colleague dialog box appears.
Select a user from the Select the colleague to add list.
Enter a display name for the colleague. The user ID will be appended to the display name: DisplayName [User ID]
Click OK.
To delegate requests:
Select the requests that you want to delegate (CTRL-click to select multiple requests).
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NOTE You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog. |
Right-click the request(s), and select Delegate. If you selected a single request, the request opens for browsing with the Delegate tab active, otherwise the Delegate Requests dialog box appears.
Select the role to assign to the user from the Role to delegate drop-down list.
Select the capability to assign to the user for the selected requests:
Leader: Sole responsibility for the request.
Primary: Primary responsibility for the request.
Secondary: Acts as a backup to the primary role.
To also delegate any related items, select the Delegate related items checkbox.
To assign user roles, do any of the following:
Re-assign a role to a different user, by selecting a user in the Assigned users list and a user in the Available users list, and clicking the Replace button.
Assign a role without affecting the existing role assignments, by selecting a user in the Available users list and clicking the Assign button.
Remove a role assignment from a user, by selecting a user in the Assigned users list, and clicking the Remove button.
Click the OK button or the Save changes button.
To delegate requests using drag & drop:
Select the requests that you want to delegate (CTRL-click to select multiple requests).
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NOTE You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog. |
Drag the selected requests to the Serena Explorer view and drop them on the user that you want to delegate them to. The Delegate to User dialog box appears.
Select the capability to assign to the user for this request:
Leader: Sole responsibility for the request.
Primary: Primary responsibility for the request.
Secondary: Acts as a backup to the primary role.
Select the roles to assign the user.
To also delegate any related items, select the Delegate related items checkbox.
Click OK.