Manage assignments and department responsibilities
Read assignments and responsibilities as dated relationships within the company.
Task 1
Organisation assignments
Before you start
- An existing person and department/job-role/duty entries; change or correction permission for writes.
Steps
- Set the reference date and inspect existing departments, job roles and duties.
- Explicitly add, end or retain each assignment; specify primary department and scope where required.
- Review impact, confirm and compare the before/after history; use Correction for historical changes.
Task 2
Department responsibilities
Before you start
- An existing department and eligible account; responsibility-management permission to confirm changes.
Steps
- Find the department and set the date and with/without-managers filter.
- Choose an account and add or end a responsibility period.
- Review the preview and any uncovered departments, confirm with a reason and inspect history.
What to check
You understand who is in scope and which dates define responsibility.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support