Edit an assignment review or approval deadline in Planning Business Modeler

In the Forms Assignment workspace, you can edit the review and approval deadlines for assignment definitions and individual assignment instances.

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Edit an assignment review deadline

Edit an assignment approval deadline

Edit an assignment review deadline

  1. In the Workspace Browser pane, click Process Management.

  2. In the View drop-down list, select Assignments. A list of assignment definitions and instances appears.

  3. Click an assignment definition or instance to open it. The Forms Assignment workspace opens. In the assignment list, the corresponding definition or instance is selected.

  4. Click the Review pane header to expand the pane.

  5. Enter or select a new date or time by one of the following methods:

    • Select the Review Deadline check box, and then enter the month, day, year, or time to enter a new date or time.

    • Click the DOWN ARROW to open the calendar, and then select a date. Notice that using the calendar does not update the time of day.

  6. Click Save to save your changes to the model site.

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Edit an assignment approval deadline

  1. In the Workspace Browser pane, click Process Management.

  2. In the View drop-down list, select Assignments. A list of assignment definitions and instances is displayed.

  3. Click an assignment definition or instance to open it. The Forms Assignment workspace opens. In the assignment list, the corresponding definition or instance is selected.

  4. Click the Approval pane header to expand the pane.

  5. Enter or select a new date or time by one of the following methods:

    • Select the Approval Deadline check box, and then enter the month, day, year, or time to enter a new date or time.

    • Click the down arrow to open the calendar, and then click to select a date. Notice that using the calendar does not update the time of day.

  6. Click Save to save your changes to the model site.

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