Search for Objects

Before adding responsibility for a user, you must perform a search to display a list of objects to choose from.

1. Navigate to the Responsibility page.

2. Select a role filter:

   1. Click Please select a role filter first.

   2. The role filter expands.

   3. Select the desired role (use Ctrl + click to select multiple).

   4. Click OK.

3. Select an object using the Display drop-down menu.

4. Select an organization unit using the From drop-down menu.

5. Optionally, select the check box next to Include child objects in search. This tells the system to retrieve child objects as part of the search results.

6. Select the check box next to Include child objects in search if necessary.

7. If you need to specify a user whose responsibilities you need to manage, you can select a user in the Only show items where the following user is assigned section. To do this:

   1. Click Select. A new window appears.

   2. Select a user by clicking Select next to the desired user.

      The window automatically closes and the user name appears in the search filter.

   3. Click Clear if you want to remove the user from the filter, or click Select if you want to choose a different user.

      If you do not select a user, the search returns a list of all users in the system. This allows you to set multiple responsibilities at the same time.

8. You can filter the results further by entering more details in the Attribute Search section.

   Select the check box next to Attribute Search to expand the filter and add more details.

9. When complete, click Search.

After the search is performed, a list of objects appears at the bottom of the screen. From this list, you can select the objects where you want to assign responsibility.