Setting up Assignment Policy

Purpose: Assignment Policy is a way to determine which people, positions or offices are allowed to assign rooms for events.

Audience: 25Live Functional Administrators

1. Every location and resource can be controlled by an individual or group.  These types of approval entities are created as security groups.  

  • If there is one conference room on campus that is controlled by one person, then a security group must be created to assign/approve that room for an event.  
  • The same rules are applied to Resources.  If there is one special podium on campus that is controlled by one person or office, then a security group needs to be set-up so the requests for that resource are routed to the person who approves or assigns the resource. 
  •  No other person can assign/approve that room unless they are added to that security group.  The challenge is each person can only be assigned to one security group so careful planning is required when setting up these security groups.

2. You can access Assignment Policy by either going to the data element (location or resource), view the Details screen and selecting the "View and Edit Security" link to access the security permissions for that one data element.  

Location Security Access

3. If wanting to edit security for more then one location or resource such as a building or location type (classrooms) or resources type such microphones or chairs, you can use a saved search.  Find the search or create a new one, search for the results and then access the "View and Edit Security" link.

Accessing security permissions for searches

4. When you open the Assignment Policy section, you will see all the security groups that have been created.  

  • Most groups will have the radio button of “Request” selected which allows each group to be able to request the space.  
  • There is also “Request/Unassign” which allows people to request the location or resource but also unassign it once it’s been confirmed.  Some schools don’t like this because the requestors are not aware that the space or resource has been unassigned.  
  • For the approvers and administrators, they will generally select Assign, Unassign, Approve which provides the ability to approve and assign or Assign/Unassign only.  The difference between these two setting is the group that has the Assign, Unassign, Approve permissions will receive the tasks/requests from the group in the Request or Request/Unnasign permissions. The group that can Assign only can assign the location or resource when they are creating an event but won't receive the tasks/requests from the requester groups.
Assignment Policy Security Settings

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.