Problem
User Groups are central to workflows such as change management, incident management, change approvals, and request approvals. However, many organizations face issues where groups are:
- Missing clear ownership,
- Lacking proper roles,
- Having inactive members, or
- Defined inconsistently.
These gaps result in bottlenecks, failed escalations, or unauthorized approvals. This blueprint standardizes group validation, ensuring groups are reliable, consistent, and actionable.
What the Blueprint Includes
This blueprint introduces the following entities:
- Group – the root element representing approval or operational groups.
- User (Manager) – the individual responsible for managing the group.
- User (Member) – active users assigned as members of a group.
- Role – roles assigned to groups to define their permissions and approval capabilities.
Considerations
- Ensure every group has a name, description, and type defined.
- Each group must have a manager, distinct from the default assignee, to maintain accountability.
- Only active users should be assigned as group members.
- Roles applied to groups should be relevant (e.g., approval-specific roles) to avoid unnecessary access.
- Validation rules can be adapted to fit organizational approval processes.
Benefits
- Guarantees consistency and accountability across approval groups.
- Reduces risk of workflow failures by validating group setup.
- Improves audit readiness by ensuring group ownership and role assignments are traceable.
- Enhances user experience by streamlining escalations and approvals without delays.
Related Information
Find more blueprint templates related to Foundation Data.
This topic is discussed here: Video: How to Validate Task Assignments.
How to Get This Blueprint?
If you’re already a Data Content Manager Customer, you can download the Blueprint from the Knowledge Base. You will need your login credentials to access the blueprint download page.
