Overview
The Allocate Finding option allows a finding to be assigned to another user for delegation or action purposes.
This is a Centrik configuration option and is not enabled by default.
If you would like to use this functionality, please contact the Support Team who can enable it for your system.
Once enabled, users with the appropriate permissions will be able to assign findings to other users using the Allocated to field.
How the Allocation Process Works
When a finding is created, a Responsible Manager / Owner must first be selected, as normal.
After the finding has been saved, users with the correct permissions can edit an additional field called Allocated to. This field allows the finding to be allocated to another user while keeping the original Responsible Manager in place.
Permissions Required
For a user to allocate a finding to another user, they must have:
The Allocate Finding access right enabled
Permission to edit the Capture phase of the finding
This typically includes:
The user who created the finding (usually the auditor)
Users with Quality Manager access rights
When the configuration option is enabled, the Allocate Finding permission becomes available within each Compliance subsystem and can be assigned to roles or individual users.
Allocating a Finding
Step 1 - Create and Save the Finding
When creating a finding:
Enter the finding details.
Select the Responsible Manager / Owner.
Save the finding.
The Responsible Manager / Owner must always be selected when the finding is first created.
Step 2 - Allocate the Finding to Another User
After the finding has been saved:
Locate the Allocated to field in the Ownership and Deadlines section.
Select the user you want to allocate the finding to.
Save the finding.
The finding remains 'owned' by the Responsible Manager, but the work can be allocated to another user. Once allocated, the selected user will be able to access the finding and make changes to the Act and Close phases.