Requesting a Reassignment for One Task

From the Task Actions dialog box, workflow users (Assignees and Approvers) can request reassignment of their workflow role for a single task. These requests require approval. Administrators and schedule/template Owners can reassign the task using the Edit Task dialog box without requiring approval.

  To request a reassignment for one reconciliation:

  1. In your application, from the Dashboard, or click View, and then Task List.

  2. Click on a task to open the Task Actions dialog box.

  3. Click the Actions menu and select Request Reassignment.

  4. Enter or click Search to find the reassignment.

  5. Select what tasks to reassign:

    • Selected Tasks

    • Selected and Future Tasks

  6. Enter a Justification for the reassignment.

  7. Click OK and then Close on Task Actions.