Working with Batch Release Roles

Vault Batch Release allows administrators and quality managers to assign users to Batch Release roles. With Batch Release roles, you can determine who can participate in a batch disposition role and what permissions they will have. This helps prioritize workloads across teams. If the availability of an assigned member changes, you can reassign their role to another eligible user.

The following standard roles are available; however, Admins can configure additional roles depending on organizational needs:

  • Disposition Owner: The user assigned to this role is responsible for recommending a decision for Batch Dispositions. This role is tied to the owner__v field on the batch_disposition__v object.
  • Check Owner: The user assigned to this role is responsible for completing a Batch Disposition Check. This role is tied to the owner__v field on the batch_disposition_check__v object.

If an Admin has configured Batch Release roles in your Vault, when you create a new Batch Disposition record, you can assign users to these roles. For example, you might assign a user as Approver on a Batch Disposition record. Vault also cascades disposition role assignments to their children Batch Disposition Checks.

Assigning Users to Roles

If an Admin has configured Batch Release roles, you can assign users to roles on Batch Disposition records that are Open. For example, you may create a new Batch Disposition record and then assign users to the Owner and Approver roles. When you assign a user to a role, Vault updates that user’s assigned application role for that record, which can be viewed in the record’s sharing settings.

Vault may automatically assign roles upon the creation of a Batch Disposition record. You can add, remove, or change role assignments on a Batch Disposition record, which are constrained by role eligibility.

Vault maps these roles to application roles to determine the user’s record permissions. Role membership also grants users roles on related records in the process. For example, when you assign roles to a Batch Disposition record, Vault grants those users the same application role for Batch Disposition Check records.

To assign users to roles:

  1. Navigate to a Batch Disposition record via a custom tab or Business Admin.
  2. Click Edit.
  3. Assign users to their designated roles, such as Owner. You can only assign one (1) user to each role. The list of users is restricted to those who are eligible as defined in your Vault’s configuration.
  4. Click Save.

Eligible Roles

Admins can configure each role to constrain which users are available for selection, ensuring you assign only those eligible to perform the job using custom or matching sharing rules.

Reassigning Roles

You can reassign users to a role while the Batch Disposition or Batch Disposition Check is still in the Open lifecycle state. If you wish to reassign a role while the object record is in another lifecycle state, you must reopen the Batch Disposition record and cancel any active workflows.

Reporting on Roles

Utilizing list pages or Vault’s report functionality can facilitate workload balancing for Batch Release roles. To do so, create a list page with the roles or a report with an Application Role report type.

To view Batch Release role assignments, a user requires Read permission to the Batch Disposition (batch_disposition__v) and Batch Disposition Check (batch_disposition_check__v) objects. To add, modify, or remove Batch Release role assignments, a user requires Edit permission for the same objects.