Managing Reassignment Requests

Administrators and Power Users can manage reassignment requests submitted by preparers and reviewers.

To view and approve or reject reassignment requests:

1. From Quick Links, select BI Dashboard.

   My Worklist is displayed with the reassignment requests in the Admin or Power User's security profile.

2. Select a reassignment record.
3. In Reassignment Requests, perform an action:

   • 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 name. To apply this name to all requests, click Apply to All.

     2. Click Approve All.

   • To reject all listed reassignment requests, select Reject All.

   • To approve or reject individual reassignment requests, for each request, in Status make a selection.

4. After you click OK, an email notifiication of the action is sent to the preparer or reviewer who made the request.