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Story 1.6.3.6. CRM. Process. Reassigning processes

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[ Content ] [ General info ] [ User story ] [ Visual design: ] [ Acceptance criteria ]

General info

The current system does not allow for the reassignment of a process’ responsible user. This feature will enable the reassignment of process responsibility to another CRM user, while adhering to role-based restrictions. Only users with roles of Consultant, Head of Department (HoD), or Business Manager (BM) can be selected as the new responsible. Additionally, the reassignment functionality must be accessible to users with roles of Admin, BM, or HoD.

Clicking the “pencil” button will open a role-restricted user selector for reassignment.

User story

As a CRM user [Admin, Business Manager, or Head of Division],
I want the ability to reassign a process’ responsible to another CRM user within allowed roles,
So that I can efficiently manage process ownership and adjust responsibilities as needed.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=44550-97241&t=O2HXN325uxg1cgyi-0

Acceptance criteria

01

Scenario: Access reassignment functionality
Given the user is logged in as an Admin, BM, or HoD
When they view the Processes section
Then they should see a “user edit” icon next to the responsible field.

image-20250109-141524.png

02

Scenario: Open reassignment picker
Given the user is an Admin, BM, or HoD
When they click the “user edit” icon
Then a reassignment selector opens displaying users with roles of Consultant, HoD, or BM.

03

Scenario: Role-based restrictions
Given the reassignment selector is open
When the user searches or browses for a new responsible
Then only users with the roles of Consultant, HoD, or BM are shown, regardless of their unit.

04

Scenario: Complete reassignment
Given the user has selected a new responsible
When they confirm the selection
Then the process’ responsible is updated, and the new responsible is displayed in the Processes section.

05

Scenario: Unauthorized user
Given the user does not have the role of Admin, BM, or HoD
When they view the Processes section
Then the “user edit” icon is not displayed, and they cannot access the reassignment functionality.

06

Scenario: UI Design Compliance
Given the user interacts with the reassignment picker
When it is displayed
Then the UI matches the provided design specification.

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