Resource assignment

Resources can be assigned to groups or individual users. Notifications are sent to users as individuals or as members of groups (using group membership to determine if any resources are assigned to a given user).

In most cases, resources are assigned directly by Upgrade Assistant relying on heuristics based on the type of the resource to figure out the right person or group to assign. The remainder of this page describes the various assignment heuristics used by Upgrade Assistant.

Alternatively, the responsible parties for implementing changes in the platform can directly assign resources to groups or users. In this case, Upgrade Assistant simply records the assignment.

In all cases, resources can only be assigned to a maximum of 100 groups or users at a time.

Assignment heuristics for Compass resources

Compass resources are assigned based on the Project to which they belong. If possible, the resource is assigned to the Project's point of contact. If no specified contact can be found, the resource will be assigned to users and groups with Owner role on the Project.

Best practices for Compass resource assignment

• Ensure that the Project’s point of contact is set and reflects the actual ownership of the Project.
  • The point of contact can act as a dispatcher to reassign resources based on their knowledge of the business.
  • If a point of contact is unavailable, consider reviewing the groups or users with the Owner role on the Project. If possible, reduce the Owner to a focused set of users.

Assignment heuristics for enrollments

Resources are assigned to users who are Maintenance Operators. These users have the OPERATOR-VIEW-PROGRESS operation on the relevant organization. This operation is displayed in Control Panel as View progress in Upgrade Assistant, and is granted by default to certain roles such as Technical Compliance Officer. If no such user can be found, the resource will be assigned to the Organization Administrator.

Best practices for enrollment resource assignment

• Ensure that the Technical Compliance Officer role has a reasonable number of users who are familiar with Upgrade Assistant.

Assignment heuristics for other resources

Object type resources are assigned to users who have the editor or owner role on the given object type. Restricted object types are assigned to the users who additionally are editors or owners of the backing dataset(s).

Other types of resources, such as Compass spaces, link types, action types, or schedules, have no default heuristics. For these resources, Upgrade Assistant relies on the service reporting affected resources to provide assignment information.