Create an Assignment

You can create an assignment for a single file, multiple files, or a map and its dependencies.

  1. In the Content Library, navigate to the folder that contains resources that you want to include in an assignment and do one of the following:
    OptionDescription
    If you want to add a topic to an assignment,right-click a topic and select New Assignment.
    If you want to add a map to an assignment,right-click a map and select New Assignment.
    If you want to add multiple resources to an assignment,do the following:
    1. Select the resources that you want to add to the assignment.
    2. Right-click any selected resource and select New Assignment.
  2. In the Create Assignment window, under Step 1: Assignment Details, do the following:
    Figure 1. Create Assignment Window
    Create Assignment window
    1. Fill in the Summary field.
    2. Optional: Set the Due Date field.
    3. Optional: Optional: Disable email notifications for the assignment by clearing the Send email notification check box.
  3. In the Create Assignment window, under Step 2: Workflow, do the following:
    1. Select a workflow.
      For more information, see Assignment Workflows.
    2. For each workflow step, select the user that you want to assign to the step.
      Tip: You can add more than one user to a step. When a step with multiple users becomes active, all users are notified. Then, depending on the workflow configuration, either one user can claim and complete a step or every user assigned to a step needs to complete it.
  4. In the Create Assignment window, under Step 3: Files, do the following:
    1. Optional: To prevent map modifications from affecting the assignment scope, clear the When topics are added or removed from the map, include them in the assignment check box.
    2. Optional: To select a context map for the assignment, click the Context map drop-down menu, click Select a context map, select a map, and click Select.
      Figure 2. Context Map Drop-Down Menu
      assignments context map picker
      For more information, see Context Maps.
    3. Optional: To add a DITAVAL to the assignment, click the Context map drop-down menu, click Add a ditaval filter, select a DITAVAL, and click Select.
      Figure 3. Context Map Drop-Down Menu
      assignments context map picker
      Adding a DITAVAL to an assignment enables you to filter content for reviewers. For more information, see DITAVALs.
  5. Click Create.
After creating the assignment, the user responsible for the first workflow step receives inbox and email notifications.