Approving or Rejecting Reassignment Requests

Whether you can approve or reject reassignment requests depends on the type of user.

Service Administrators can approve or reject all reassignment requests. Power Users can approve or reject reassignment requests that fall under their security filter. Workflow users can approve reassignment of reconciliations if the Allow reassignment request approval by setting is set to Users. See Allow Workflow Users to Perform and Approve Reassignment Requests in Setting Up and Configuring Account Reconciliation.

To view and approve or reject reassignment requests:

1. Select Worklist.

   For Administrators and Power Users, the Worklist displays reassignment requests. Note that for Power Users, only reassignment requests that are within their security scope are displayed.

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. Click OK.