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Take Protocol Instance Ownership#

🔒 ProtocolInstance.TakeOwnership

Overview#

This operation allows you to become the new owner of the Protocol Instance. At the Protocol level, you can define the default owner for all the Protocol Instances and while the instance is open, you have the possibility to take ownership of the protocol instance, becoming the new owner.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • Protocol Instance exists, is active and is in the system state Open.
  • The user has an active Employee object associated with it.

Sequences of steps#

Step 1#

  1. Select a Protocol Instance.
  2. Optionally, enter a comment.
  3. Select Take Ownership.

Protocol_Instance_Take_Ownership

Note

Note: For security reasons, this operation is, by default, visible only for specific roles, which can be pre-defined. To take ownership, you need to have at least one of these roles. This restriction is not related with the state role; the state role is needed just to perform and edit.