Go to an assignment from Workflows module

You can use the Workflows module to see all project assignments created in Inspire in one place instead of opening each project separately. After you find the workflow you need, you can use the Options menu to quickly open the Projects module and manage the assignment details.

Tips and tricks

  • The Workflows module contains two tabs: Projects and Reviews.
    • You can see all types of workflows on the Projects tab.
    • You can see review types of workflows (such as a Sequential Review workflow) on the Reviews tab.
  • Review assignments, as a part of project workflow activities, are also displayed on the Projects tab.
  • On both tabs you can see details about the assignment in the workflow, sort the list, search for an assignment, and filter the list.
  • On the Projects tab, you can go to the Assignments panel to use an advanced query builder to search.
  • If you want to go to a review, follow the steps in Go to a review from Workflows module.

To go to an assignment from Workflows module:

  1. From the top menu, select Workflows.
  2. By default, the Projects tab is displayed. If it's not opened, select it
  3. Find the project or workflow that contains the assignments you want to work with.
  4. Select the project or workflow in the top list to populate the Assignments panel with details.
  5. If the Assignments panel is not open, go to the title bar and select the expand arrow.

  6. On the Assignments panel, to find an assignment you can sort the list by any column.
    1. To sort the list by a column, next to the column name, click the down arrow.
    2. Select Sort Ascending or Sort Descending.
  7. To search for an assignment, use the Advanced Query builder.
    1. In the Assignments title bar, click the advanced search magnifying glass.

      Results: The Filter Assignments screen opens.

    2. In the Field list, select the assignment detail you want to search by.
    3. In the Operator list, select how the Field option will used to find the search criteria in Value.
      • Equal sign (=) to find a value
      • Not equal sign (<>) to exclude a value
      • Greater than (>) to include data larger than the amount in Value
      • Greater than or equal to (>=) includes the Value and any data larger than it
      • Less than (<) to include data smaller than the amount in Value
      • Less than or equal to (<=) includes the Value and any data smaller than it
    4. In the Value field, enter the data you're searching for.
    5. Optionally, you can click Add add_clause to add another search parameter. To group search parameters, select the checkboxes for two or more consecutive parameters and click Group selected clauses.
    6. Click Search.

      Results:

      • The Filter Assignments screen closes.
      • The assignments that meet your search criteria are listed in the Assignments panel.
  8. To open the project and see more assignment management options, in the assignment's row, click the Options menu and select Go to Assignment.

    Results:

    • A new tab opens showing the project that contains the assignment.
    • The Assignments pane is expanded and the assignment is highlighted in yellow.
    • For more help with assignments, read: Manage project assignments.