Reassigning Users

You may periodically need to reassign users to different tasks while in a close process. For example, you may create a template and assign a user to certain tasks; however, later that employee leaves the company and another employee assumes those tasks. You can use the Reassign feature in the Workflow Dashboard to automatically change assignments instead of manually searching for, opening, and editing individual tasks. The Reassign feature enables you to quickly find the tasks associated with one user and reassign them to another.

You can select the roles for which to reassign users. For example, if you select the Owner role, the system reassigns the user only in tasks in which the user was assigned as the owner.

To reassign users:

1. Select Workflow Dashboard.
2. Select one or more forms (that are not closed) in which you want to reassign users.
3. Select Actions, and then Set User.
4. In Field, select the role for the user you want to reassign.
5. In Value, either enter the user name or select from a list of results.
6. Click Replace with and enter search criteria for the user to whom you want to reassign tasks.
7. Click Reassign.

   When the process ends, the system displays a "Reassign Users - Success" message that indicates that the user reassignment is complete, and displays the template name and total number of user reassignments made.