6.6 Set Assignee, Team, and Classification Fields

Overview

Users can update the ownership and classification of a work update to ensure proper reporting and accountability.

Steps

1. Go to Operations.

2. Open Work Updates.

3. Select the record.

4. Use Set Assignee to assign a user.

5. Use Set Team to assign a team.

6. Use Edit Classification Fields to update category or classification.

7. Save the changes.

Tips

• Use consistent categories for clean reporting.

• Assign teams when multiple users may be responsible.

• Review classification before generating reports.