What is Controller and how to change?

Overview

How to change the active controller of an item or record

• Purpose: How to manually change the controller of an item within RDrive
• Who It’s For: General users, admins

Prerequisites: Item control, able to assign

A controller serves as the responsible team overseeing a particular item. Initially, control is assigned to the team that creates the item and can be transferred to different teams as needed.

Here's how we can change the controller of an item:

From the Process

Click the ⋮ button to open the menu on the required Process,

Select "Control" from the options available.

The current controller will be displayed.

By default, the team that created the item becomes the initial controller.

Click on "CHANGE" to initiate the controller change.

Choose the team you wish to assign control to, then confirm by selecting "OK."

It's worth noting that the controller can also be modified through assignment rules. This process ensures the appropriate team is in control of the item.

From the Issue/record

Click the ≡ button to reveal a menu.

Select "Control" from the options available.

The current controller will be displayed.

By default, the team that created the item becomes the initial controller.

Click on "CHANGE" to initiate the controller change.

Choose the team you wish to assign control to, then confirm by selecting "OK."

It's worth noting that the controller can also be modified through assignment rules. This process ensures the appropriate team is in control of the item.

FAQs & Troubleshooting

Q: What is a Controller?
A: The Controller is the user responsible for managing and progressing an issue, process, or checklist. They are typically accountable for ensuring the item is reviewed, updated, and completed within the required timeframe.

Q: Can I change the Controller of an item?
A: Yes. If you have the necessary permissions, you can update the Controller by editing the item and selecting a different user from the available list.

Q: Why can't I change the Controller?
A: You may not have sufficient permissions, or the item may be in a status that prevents further changes. Contact your project administrator if you require access.