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Status Open for voting
Created by Guest
Created on Apr 21, 2021

Document owner rights for Expert by default

I recently discovered that when an expert starts documenting a new process, they are not automatically given Document Owner rights to documents they upload. This means that while they are creating this process and it hasn't yet been approved they cannot make any changes to documents they add, and need to completely delete and readd the document. They can't even upload a new version or change the label.

The workaround at the moment is to manually assign document ownership rights to individuals and this must be done at a folder level, however this is cumbersome and lacks logic. It would be better if by default the expert of a process was also the document owner for any documents they add to that process, while it is in the "unpublished" state.
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  • Guest
    Reply
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    Sep 7, 2022
    I feel like the root cause of the issue is that document ownership can only be assigned on the folder level... If we could have ownership against the individual document (similar to processes) it would resolve many of these issues.
  • Kerry Hiki
    Reply
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    Sep 7, 2022
    Thanks for the the suggestion. We don't have this on our roadmap right now, however as another commenter stated this is set on a group level. You can edit the stakeholders and include process experts as document owners.

    For now we'll monitor this idea to see interest from other customers for including owners/experts as document owners regardless of the stakeholder group setting.