Viewing and Approving or Rejecting Reassignment Requests

Administrators and Power Users can review and approve or reject reassignment requests submitted by Assignees and Approvers.

Schedule task reassignment requests can be sent to the Task owner as well.

  To view and approve or reject reassignment requests:

  1. In your application, click View and then Dashboard. My Worklist is displayed with the reassignment requests in the Admin or Power User's security profile.

  2. Click a reassignment record. The Reassignment Requests is displayed.

  3. Do one of the following:

    • To approve all of the reassignment requests:

      1. If the requestor did not specify a name to whom responsibility should be transferred, in New User enter a new name. To apply this name to all requests, click Apply to All.

      2. Click Approve All.

    • To reject all the listed reassignment requests, click Reject All.

    • To approve or reject individual reassignment requests: for each request, from Schedule Status, select Approve or Reject.

  4. Click OK.

    An email notification that displays the action taken is sent to the preparer or reviewer who requested the reassignment.