Assigning Users to Transaction Instances
  • 12 Feb 2024
  • 1 Minute to read
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Assigning Users to Transaction Instances

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Article Summary

Introduction

Business Activity Monitoring allows users to assign transaction instances to track and take corrective actions, which can be accessed in a tab called Assigned Transactions.

User Assignment

  • Users can assign transaction instances to a different user by using Assign for Reprocessing option available in the context menu of the respective transaction instances. Self-assignment is also possible.

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  • A mail will be sent to the assigned user upon a successful assignment along with an optional intimation message provided during the assignment.

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  • Once assigned, all those transaction instances will be listed in the Assigned Transactions tab along with the assignment details in a tooltip.

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  • Multiple transaction instances can also be assigned to users with the help of Assign user button.

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  • When assigned transactions are reprocessed from the Assigned Transactions tab, the profile icon for those instances turns green, representing that an action has been taken on those instances.

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  • Users can also reassign the transaction instance to another user at any time by selecting Reassign user from the Assigned Transactions tab.

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  • The Remove user option can be used to remove user assignments.

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Execute a Query

The Assigned Transactions tab allows users to execute a query to view all transactions assigned to a specific user.

The query format to execute a query for assigned transactions is as follows:

  • AssignedTo = "me"
  • AssignedTo = "mail_id"

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Added information

  • User assignment activities can only be performed by users who have Reprocessing access for transactions in the Tracking section during role assignment.

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  • The intimation mail is not sent to the user when a transaction instance is self-assigned.

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