Overview
Every Schedule has three people-roles, and they do different jobs. Mixing them up is a common source of "why can't this person do X?" confusion. This article explains assignees, reviewers, and owners.
Why this matters: These roles map to the three jobs a Schedule needs — doing the work, checking the work, and maintaining the Schedule. Assigning them deliberately keeps responsibility clear and validation honest.
The three roles
Role | What they do |
Assignees | Complete the Checklists on the Schedule. Can be Users or User Groups, and need access to the Target Location. |
Reviewers | Validate submitted Results when the Schedule requires validation. They check work rather than perform it. |
Owners | Manage the Schedule's configuration — including compliance settings — without needing the broad Schedules Role. |
Note: Reviewers come into play when Requires validation (or another validation condition) is enabled, which sends submitted Results to Awaiting Validation. See Schedule compliance settings.
Frequently asked questions
Q: Can the same person be an assignee and a reviewer?
A: It's possible, but it defeats the purpose of validation. Keep them separate so a Result is checked by someone other than the person who completed it.
Q: What's the difference between an owner and someone with the Schedules Role?
A: An owner can manage that specific Schedule's configuration. The Schedules Role grants the ability to create or modify Schedules more broadly.
Q: Do reviewers need to be assignees too?
A: No. Reviewers validate Results and don't need to be on the assignee list.