Content
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
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Acceptance criteria
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01
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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.
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02
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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.
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03
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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.
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04
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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.
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05
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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.
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06
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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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