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For more information on permissions, click here.
Unlocking a locked item or occurrence by status
Items, occurrences and products can be restricted by responsibilities. You will see that an object has a responsibility other than yours by seeing that the property screen is grey and there is a lock in the top right corner.
dRofus can be set up so that you can "unlock" an object even if you do not have the same responsibility as the responsibility on the item. If that is the case, you will see a lock with a key in the top right. To unlock, the object has to have statuses that you have access to.
The principles are as follows:
Responsibility principles
You can edit any item, occurrence or product that has your responsibility on it (as long as the responsibility gives edit rights)
If an object does not have your responsibility, but it has the statuses that you have access to, you can change the responsibility to (one of) yours and save it. You then have update rights. In other words, it is locked, but you have the keys (the right statuses) and so you can unlock it (change responsibility, save).
When the object does not have any of your responsibilities, and you do not have the keys (right statuses), you cannot change it
When you have permission to change an object, you are still limited to change only the statuses that are associated with your responsibilities.
You can have more than one responsibility, and thus several status sets. The statuses you have access to are comprised of the total of you responsibilities.
An example:
Ariel, an architect, has been given the permissions ARC that is set up to allow her to edit both items and occurrences with ARC on them. ARC has been tied to Occurrence states = 01, 02 and 03 (see figure below)
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Ariel opens an occurrence property panel for an object which is greyed out (see below). However, the state is set so that the occurrence is unlock-able (1). This is because the occurrence has 01- Work started (2). This occurrence also has another status - Projects 01 - Team A (3) that is not set up to be a key. The responsibility on the occurrence is Doors (4).
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Ariel wants to work with this occurrence, so she changes the responsibility to ARC and saves. The locks disappear, and she can edit the occurrence as needed. However, if she tries to change Occurrence State, she only has the ones with "her" statuses available, i.e. Occurrence State 01, 02 and 03, and Project 01.
If a user that does not have the right responsibility, and does not have the right statuses, open this occurrence - for example Donald, who has responsibility DOORS and has access to 03 - Not Accepted but not to 01 - Work Started, the icon at the top right will show a lock without the key (1). Donald does not have the necessary statuses to unlock. He will not be able to edit this occurrence. See below.
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