Calyx RIM Workflows

Transfer an Activity from Entity Attributes Page

You can assign an activity to a specific user, or set claim rules to users or user groups for claiming activities. When claim rules are set against activities, you must satisfy the criteria to be able to claim activities.

When transferring activities, the following conditions apply:
  • You must have ADMIN privilege on activities within the entity security section of Security Administration to assign or set claim rules for activities.
  • The workflows to which the activities belong to are not paused.
To assign an activity or set claim rules from an entity attributes page:
  1. Navigate to an entity attributes page.
  2. Select All Activities.
    To find a specific activity, you can use the Set Filter option.
  3. Select the activities you want to assign or set claim rules.
  4. Click Transfer .
  5. Do one of the following:
    • To assign the selected activities to a user, select Assign and select the user name from the drop-down. Move to step 7.
    • To set claim rules to activities, select Claim.
  6. To allow specific users and groups to claim activities, select them from the Allow Users to Claim and Allow Groups to Claim options and click >>.
    Note: Only users and groups with a minimum of WRITE permissions on Activities within Security Administration are listed under the Allow Users to Claim and Allow Groups to Claim options.

    The claim rule set is displayed under the Claim Rules column on the All Activities tab.

  7. Click Transfer.
    You can view activities assigned to you under My Activities on the Activities home page (GO TO > Activities > My Activities).