You can create an assignment to start a workflow for a document change.

1. Note: You can create an assignment for a single file, multiple files, or a map and its dependencies. These are called resources.
   In the Content Library, select one or more resources that you want to include in an assignment. Right-click any selected resource and select New Assignment.
2. In the Create Assignment window, under Step 1: Assignment Details, do the following:

   

   1. Fill in the Summary field.
   2. Optional: Set the Due Date field.
   3. 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 a user you want to assign the step to.
   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 select a context map for the assignment, in the Context map drop-down menu, click Select a context map, navigate to your context map, and click Select. For more information, see Context Maps.
   2. Optional: To add a DITAVAL to the assignment, in the Context map drop-down menu, click Add a ditaval filter, select a DITAVAL, and click Select. Adding a DITAVAL to an assignment enables you to filter content for reviewers. For more information, see DITAVALs.
   3. Optional: To prevent map modifications from affecting the assignment scope, clear the When topics are added to or removed from the map, include them in or remove them from the assignment check box.
   4. Optional: To filter the content by modification date and topic status, click Only require attention to topics. Set the relevant date and status.
5. Click Create.

Assignment creators can change the assignment details like assignment scope, users responsible for individual workflow steps, and other details.

1. In the Content Library navigation pane, click Assignments.
2. From the Assignments interface, select an assignment.

   

   The assignment details screen opens.

3. Click Edit assignment.
4. In the Edit Assignment window, change the assignment details.
5. Optional: At the bottom, in the Edit Assignment Comment field, enter a comment about your edits.
6. Click Edit.

1. In the Content Library navigation pane, click Assignments.
2. From the Assignments interface, select an assignment.

   

   The assignment details screen opens.

3. View the assignment resource:

   • Click the Eye icon in the Resources table to open the file in the Content Editor.

   • Click the Open Assignment button in the top right corner to open the Review interface.

You can use filters to manage the assignments that show in the list. There are some preconfigured Quick Filters that you can use to quickly manage which assignments show. In addition to the preconfigured Quick Filters, you can filter by using the filter drop-down menus.

1. In the Content Library navigation pane, click Assignments.
2. To filter using the Quick Filters, do any of the following:
   • Click Needs my Attention to show work currently assigned to you.
   • Click Open to display all open assignments.
   • Click Assigned to Me to show all work assigned to you.
     Note: Assignments in the Assigned to Me Quick Filter includes all Heretto CCMS assignments that have been assigned to you, included closed assignments.
   • Click Assigned by Me to see all work you have assigned to others.
   • Click All Assignments to show all assignments in Heretto CCMS.
3. To filter using the pre-configured filters, do any of the following:
   • Click Status and select an option to filter based on the status of the assignment.
   • Click Active Step and select and option to filter based on the stage in the workflow.
   • Click Type and select an option to filter based on the type of assignment.
   • Click Assignee and select a user to filter based on the user the assignment is.
   • Click Issuer and select a user to filter based on the creator of the assignment.
   • Click Active User and select a user to filter based on the active user.