Work Assignment

Assignment record identity and versioning

How one assignment instance is identified and kept distinct from the position, the role concept and the person, including identifier priority, correction versus real-world change, and supersession chains.

1. Which system is the authoritative master for this assignment identifier, and what identifier value and scheme does it issue? identity
2. If no authoritative master identifier exists, which governed IRI or Dimension-assigned UUID/ULID is used instead? identity
3. How are two assignments of the same agent to the same post in different periods kept distinct without using a date as the identifier? identity
4. How is a corrected version of the assignment record distinguished from a genuine change to the assignment in the world? provenance

Participant set and relation shape

The n-ary participants that constitute the assignment: assignee agent, assigning organization or unit, role or post, host organization where different, and the engagement context that gives it a basis.

1. Which agent, which organizational unit and which role or post does this assignment bind together? composition
2. Which employment relationship, staffing contract or volunteer arrangement gives this assignment its basis, and is the assignee engaged by a different organization from the one where the work is performed? authority
3. Is the assignment expressed against a defined post, an abstract role concept, or a bespoke scope with no post at all? classification
4. Which participant changes may be made in place and which force the creation of a new assignment record? constraint

Assignment type and primacy

Typing the assignment by nature (substantive, acting, interim, seconded, agency-supplied, volunteer, shadow), by permanence, by whether it is the agent's primary assignment, and by how much of the post's authority it conveys.

1. Which controlled vocabulary supplies the assignment type, and how are locally invented types governed and reviewed? classification
2. Is this the agent's primary assignment for reporting, headcount and directory purposes, and how is exactly one primary guaranteed? constraint
3. Does the assignment convey the full authority of the post, a reduced subset, or none at all? authority
4. Where the assignment is acting or interim, what substantive assignment is it standing in for and until when? relationship

Agent kind, natural-person reservation and accountability

Whether the assignee is a natural person, an organizational unit or a non-human software or robotic agent, which duties may not lawfully be held by a non-human agent, and who remains accountable when one is used.

1. Is the assignee a natural person, an organizational unit or team, or a non-human software or robotic agent? classification
2. Which duties within this assignment are legally reserved to a natural person and therefore may not be discharged by a non-human agent? constraint
3. Where a non-human agent holds or supports the assignment, which natural person holds oversight, and do they have the competence, training and authority plus the support needed to intervene? authority
4. How is the assignee referenced across systems without embedding personal data in the identifier itself? privacy

Assigned agent

ORG Membership.member is a foaf:Agent, covering persons and organizations. FHIR PractitionerRole.practitioner is 0..1 and may be empty for an un-named surgeon at a named hospital. PROV-O distinguishes Person, Organization and SoftwareAgent as agents, but HR occupancy of posts by software agents lacks primary HR-standard support and is recorded as a gap when claimed.

1. Which person or other agent occupies this assignment, and what master identifier is used for that agent? identity
2. Is the occupancy an unnamed or pre-allocated role with no designated practitioner, and if so what host and role still identify the slot? composition
3. Is the holder an organization or post treated as an agent, as permitted for some government ex officio constructions? composition
4. If a software or robotic agent is claimed as occupant, what primary HR or personnel source supports that claim, or is the claim marked as a gap? exception

Role, post and occupation classification linkage

Which post the assignment fills, which role concepts and external occupation or specialty codes describe it, the title used towards the assignee, and what happens when the underlying post is reclassified.

1. Which post does the assignment fill, and which role concepts describe what the assignee actually does? composition
2. Which external occupation, specialty or professional classification codes apply, and at what version of the classification? interoperability
3. What job title is used towards the assignee, and does it differ from the classified title of the post? definition
4. If the post is reclassified or the classification scheme is reversioned, does the assignment persist unchanged and under what rule? lifecycle

Bounded work scope and portfolio

The concrete body of work the assignment covers - objectives, services, caseload, accounts, assets, population or operational period - together with what is explicitly excluded and how overlapping claims are prevented.

1. What objectives, services or caseload does this assignment cover, and what is explicitly excluded from it? definition
2. Which client, cost centre, project, incident or operational period is the work performed under? composition
3. How is the scope bounded so that two concurrent assignments do not both claim responsibility for the same work? constraint
4. How large a change of scope can be absorbed as an amendment before a new assignment record is required? lifecycle

Place of work, mobility and jurisdiction

Where the work is performed, whether it is remote, multi-site or cross-border, and which location-derived legal and safety regimes attach to the assignment.

1. What is the assignee's designated base location and what other locations does the assignment cover? spatial
2. Is any part of the work performed remotely, at customer sites, or in another country, and for how long in each case? spatial
3. Which jurisdictional, tax, safety and working-time regimes follow from the work location, and which prevails where they differ from the engaging entity's home regime? constraint
4. How is a change of work location recorded so that the earlier location and its effective period remain retrievable? temporal

Performance location and services

FHIR PractitionerRole.location, specialty, healthcareService, contact, characteristic, communication, availability and endpoint describe where and how the occupant provides services. Distinct instances are required when availability, telecom or other details are not the same across services or locations. ORG basedAt and Site capture organizational location independently of occupancy.

1. At which locations or sites is this occupancy authorized to be performed? spatial
2. Which specialties and services is the occupant authorized to provide under this occupancy? classification
3. What official contact details, languages and technical endpoints belong to this occupancy rather than to the person master record? relationship
4. If locations, services or telecom differ, must this occupancy be split into multiple assignment instances? decision

Granted authority and decision limits

The decisions, approvals and financial limits the assignment authorizes, distinguishing authority inherent in the post from authority granted to this assignee, and the validity of that authority in its own right.

1. What decisions, approvals and financial limits does this assignment authorize the assignee to exercise? authority
2. Which authorities flow from the post itself and which were granted specifically to this assignee? provenance
3. Does each granted authority have its own validity period, and does it lapse automatically when the assignment ends or is suspended? temporal
4. Was the granting agent themselves authorized to confer authority at this level and scope? validation

Supervision, reporting lines and delegation

To whom the assignee reports for this assignment, who may change or end it, whether work or authority may be delegated or forwarded, and how acting cover is recorded when the assignee is unavailable.

1. To whom does the assignee report for this assignment, and is there more than one reporting line? relationship
2. Who may amend, suspend, transfer or terminate this assignment, and is that the same party as the reporting line? authority
3. May the assignee delegate or forward the work or the authority, to whom, and does accountability transfer with it? authority
4. How is temporary acting cover recorded when the assignee is absent, and does the original assignment remain active during it? process

Effort allocation and capacity share

The share of the assignee's capacity the assignment consumes, how total allocation is validated across concurrent assignments, and which measure prevails when contracted, scheduled and allocated effort disagree.

1. What share of the assignee's capacity does this assignment consume, expressed in which unit and over which reference period? measurement
2. How is total allocation across all of the assignee's concurrent assignments validated, and what is the permitted ceiling? validation
3. Which measure is authoritative when contracted hours, scheduled hours and allocated effort disagree? quality
4. How is allocation restated for a part-period assignment or one whose allocation changes mid-period? temporal

Effective period, concurrency and succession

The assignment's start and end instants and their precision, the separation of real-world effective time from record time, the treatment of backdating and correction, and the relation to concurrent, predecessor and successor assignments.

1. What are the assignment's effective start and end instants, at what precision, and is an explicit UTC offset or Z recorded on each? temporal
2. Is the assignment open-ended, fixed-term or terminated by a defined event, and what exactly ends it? lifecycle
3. How is the real-world effective time kept separate from the time the record was created, observed or ingested? provenance
4. Which other assignments does this agent hold over an overlapping period, are such overlaps permitted, and which assignment precedes and succeeds this one for the same post? relationship
5. How is a same-day transfer between posts represented so that headcount and coverage are not double-counted? measurement

Working pattern, predictability and availability

Normal hours and days, whether they are variable or unpredictable, the reference hours and notice that apply where they are, availability and on-call status, and the boundary to the scheduling system that holds concrete instances.

1. What normal working hours and days does the assignment carry, and may either the hours or the days vary? temporal
2. Where the working pattern is unpredictable, what reference hours and days apply and what minimum advance notice of a work assignment is guaranteed? constraint
3. How are availability windows, on-call and reserve status expressed and time-bounded for this assignment? state
4. Which scheduling or rostering system holds the concrete shift instances, and how does it reference this assignment? interoperability

Duty, rest and time-limit constraints

Maximum duty and minimum rest limits applicable to the assignment, who verifies fitness and limit compliance before duty, how approved extensions and exceedances are recorded, and how long duty records must be kept.

1. Which duty and rest limit regime applies to this assignment, and from which legal or sectoral instrument does it derive? constraint
2. Who verifies before a duty period that the assignee is fit for duty and within the applicable limits, and what is recorded? validation
3. What is recorded when a limit is extended or exceeded, and who must approve or be notified? exception
4. How long must duty, rest and fitness records for this assignment be retained, and by whom? retention

State model, transitions and triggers

The complete permitted state set including terminal states, whether active status is stored or derived, which events and approvals drive each transition, what happens automatically at the effective end, and how an erroneous transition is reversed.

1. What is the complete set of permitted assignment states, which are terminal, and which transitions are forbidden? state
2. Is active status stored explicitly, derived from the effective period, or both, and which prevails when they disagree? quality
3. Which events trigger each transition, which require explicit human approval, and which actor performs them? event
4. What transition occurs automatically at the effective end instant, and what happens if the end data is missing or in the past when discovered? exception
5. How is a transition made in error reversed while preserving the original entry in the audit trail? provenance

Personnel action events

5 CFR 335.102 authorizes agencies to promote, demote or reassign listed employee categories. Section 335.101 states that a position change does not change competitive status or, with listed exceptions, tenure. Section 335.103 requires merit procedures for covered promotions and details over 120 days, permits retroactive temporary promotion when an appropriate authority so determines, and requires a temporary reconstruction record kept for two years or until OPM evaluation. These events create or replace occupancies.

1. Which personnel action created or replaced this occupancy: appointment, promotion, demotion, reassignment, reinstatement, transfer or another governed action? event
2. Did this position change alter competitive status or tenure, or do the 5 CFR 335.101 rules that status and tenure are unchanged apply? lifecycle
3. Was competition required, and if not which noncompetitive or discretionary exception was used? authority
4. What reconstruction record of ratings, ranking and selection is retained, and until when? evidence

Amendment and material change

Which changes may be absorbed as amendments, which require a new record, which are material enough to require written notification within a deadline, and what consent or consultation must precede them.

1. Which changes to this assignment are material enough to require a written statement of change to the assignee, and by what deadline? requirement
2. Which changes create a new assignment record rather than amend the existing one, and why? constraint
3. How is the effective date of each amendment recorded relative to the date the assignee was notified? temporal
4. What consent, consultation or representative involvement is required before the change takes effect, and was it obtained? authority

Handover, coverage and offboarding

What must be transferred before an assignment ends, which access rights, delegations and assets must be revoked or reassigned on end or transfer, who covers the scope in the interval, and how completion is evidenced.

1. What work, records, custody and relationships must be handed over before the assignment ends, and to whom? process
2. Which access rights, delegated authorities, credentials and physical assets must be revoked or reassigned on end or transfer, and within what time? access
3. On a transfer rather than a termination, which existing authorizations are re-confirmed as still needed and which are removed? validation
4. Who covers the scope between the outgoing and the incoming assignee, and under what temporary assignment? process

Temporary, acting, detail and time-limited forms

5 CFR 335.102(f) authorizes time-limited promotions for not more than five years unless OPM authorizes longer, with advance written notice that the employee may be returned at any time to the former or an equivalent position. Details and time-limited promotions over 120 days to higher grades generally require competition, counting prior noncompetitive service in the preceding 12 months. Temporary promotion may become permanent without further competition if originally competed and that possibility was advertised. Acting or interim coverage is a common operational form but is not named as such in the fetched 5 CFR text and must not be claimed as a 5 CFR term.

1. What time limit applies to this temporary promotion, detail or acting occupancy, and was advance written notice given? constraint
2. May the occupant be returned at any time to the former or an equivalent position, and is that return exempt from adverse-action procedures cited in 5 CFR 335.102(f)? lifecycle
3. How many days of noncompetitive higher-grade detail or time-limited promotion have accrued in the preceding 12 months, and is further competition required? constraint
4. Was the temporary occupancy originally competed with notice that it might become permanent, allowing conversion without further competition? decision

Competence, credentials, training and fitness

The competences, qualifications, licences, training and fitness required before this assignment may be held; how each is verified and evidenced; and what happens to the assignment when a prerequisite expires, is suspended or is revoked.

1. Which competences, qualifications, licences and training are prerequisites for this assignment, and which are merely desirable? requirement
2. How and when was each prerequisite verified, by whom, and what evidence is held and where? evidence
3. What happens to the assignment when a required credential expires, is suspended or is revoked, and how far in advance is expiry surfaced? lifecycle
4. Beyond skill, does the assignee have the authority and the practical support needed to discharge the assignment, and how is that established? authority

Screening, clearance and permission to work

The screening, vetting or security clearance level the assignment requires, the legal right to work or professional registration in the work jurisdiction, re-screening triggers, and how outcomes are surfaced without exposing sensitive underlying results.

1. What screening, vetting or clearance level does this assignment require, and on what risk designation is that based? security
2. What legal right to work or professional registration is required in the work jurisdiction, and until when is it valid? constraint
3. Who is accountable for re-screening, and at what interval or on which triggering events? ownership
4. How is a failed, lapsed or downgraded check handled without exposing the underlying sensitive result to assignment consumers? privacy

Separation of duty, conflict, cardinality and validation rules

Which assignments may not be held together, which may be held but not exercised together, which conflicts of interest must be declared, how many holders a post may have, what minimum coverage is required, and how blocking rules, warnings, exceptions and pre-existing violations are handled.

1. Which other roles or assignments may this assignee not hold at the same time under a static separation rule? constraint
2. Which role combinations may be held but not activated or exercised together in a single session or transaction? constraint
3. How many concurrent holders may this post or role have, what minimum coverage must exist, and what happens when either bound is breached? constraint
4. Which conflicts of interest or related-party relationships must be declared before the assignment is made, and were they? validation
5. Which validation rules are blocking rather than advisory, who may grant an exception, and how are pre-existing violations of a newly introduced rule treated? exception

Authorization, basis and approval evidence

Who authorized the assignment, acting in which role and at what time, on what documented basis, whether that authorizer was competent to authorize an assignment of this type and authority level, and how the approval chain survives the authorizer's own departure.

1. Which agent authorized this assignment, acting in which role, and at what instant? provenance
2. On what documented basis was the assignment authorized, such as a requisition, funded establishment, staffing order or operational plan? evidence
3. Was the authorizer permitted to authorize an assignment of this type, scope and authority level, and how was that checked? validation
4. How is the approval chain preserved and interpretable after the authorizer's own assignment or employment ends? provenance

Acknowledgement, notification and disclosure duties

Whether the assignee received the required written particulars within the deadline, whether acceptance is a precondition of activation, and which third parties - workers' representatives, host organizations, clients or regulators - must be informed, including prior information where the assignment places the worker under a high-risk automated system.

1. Was the assignee given the required written particulars of the assignment, in what form, and by which deadline relative to the start? requirement
2. Did the assignee acknowledge or accept the assignment, and is acceptance a precondition of activation? evidence
3. Which third parties must be notified that this assignment exists, with what content, and by when? access
4. Where the assignment places the worker under a high-risk automated system, were the affected workers and their representatives informed before the system was put into use? requirement

Personal data classification and access scoping

Which assignment fields are personal or specially protected, the lawful basis for each, which roles may see the full record versus only the non-personal scope and period, and what is logged when the record is read, exported or changed.

1. Which fields of this assignment record constitute personal data or specially protected data, and what is the lawful basis for processing each? privacy
2. Which roles may read the full record, and which may read only the post, scope and period without the assignee's identity or terms? access
3. How is the assignment published for organizational transparency without disclosing protected attributes or inferring them from adjacent fields? privacy
4. What is recorded when an assignment record is read, exported or amended, and how long is that log kept? security

Retention, deletion and legal hold

How long the assignment record and its evidence must be kept and on what basis, what may be deleted or anonymized while preserving organizational history, how a legal hold suspends deletion, and what survives erasure of the underlying person record.

1. How long must the assignment record and each class of associated evidence be retained after the assignment ends, and under which rule or minimum? retention
2. Which parts of the record may be deleted or anonymized at end of retention while preserving the organizational and succession history? retention
3. How does a legal hold or investigation suspend deletion, who may impose and lift it, and how is the suspension evidenced? exception
4. When the underlying person record is erased on request, what remains of the assignment and under what justification? privacy

Standard alignment, external identifiers and downstream projection

Which external representations the assignment is mapped to and where those mappings lose information, which external identifiers are held and which prevails on conflict, which downstream systems consume the assignment, and how divergence is reconciled rather than silently absorbed.

1. Which external standard representations is this assignment mapped to, at what version, and which of its fields have no counterpart in each? interoperability
2. Which external identifiers exist for the same assignment, and which is authoritative when two systems disagree? identity
3. Which downstream systems consume this assignment - directory, access management, payroll, scheduling, statutory register - and how and how often are they reconciled? interoperability
4. Where a target standard conflicts with a local requirement or the mapping is lossy, how is the conflict recorded so that it is visible to consumers rather than hidden? quality