Assigning and Claiming a Release
When a release is created, the default status is Unassigned. The release needs to be assigned to an agent before one starts working on it. You can assign a release using two approaches:
- Assign releases to other people.
- Claim releases (assign to yourself).
Assigning Release to Other Technicians
Assigning a release to a technician makes that person responsible for the release. One becomes the point of contact for all matters related to that release. An assigned technician has the privilege to initiate an approval process when required.
Option 1: Assign Release from List Page
Assigning a Single Request: You can assign a single release using the inline edit. In the Assigned to column, click on the name of the technician, and choose a new technician from the dropdown.
Assigning Multiple Releases : To assign multiple releases,
- Select the desired records.
- Click the Take Action dropdown. A list of actions appears.
- Select the Assign option. A list of technicians appears.
- Select the technician to whom the release is to be assigned.
Once the technician is selected a confirmation message appears. Click Yes to continue or No to discard the action as shown below.
Option 2: Assign Release from Details Page
On the Release Details page, click on the assignee's name to assign a release.
Claiming a Release
You can assign release to yourself to take the ownership. You become the point of contact and can initiate an approval process. Steps to claim a release is same as assigning the release to other technicians.
Option 1: Claiming from List Page:
To claim a single release, you can use inline edit, and assign release to yourself.
- To claim multiple releases, select the releases, click Take Action dropdown, and select the Claim option as shown below.
Option 2: Claiming Releases from Details Page:
On the details page, click on the Assignee dropdown, and select your name to assign a change as shown below.
