Reassigning Users in Schedules

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

You can reassign users for multiple schedules at a time. This can be helpful if your application has a large number of schedules.

To reassign users:

  1. On the Home page, click Applications, and then Task Manager.
  2. Click the Schedules tab on the left.
  3. Select one for more schedules for which you want to reassign users.
  4. Select Actions, and then Reassign User.
  5. For Find User, click Find User and enter search criteria for the user that you want to replace:
    1. From the Select User dialog box, enter the first or last name for the user, and click Search.
    2. Select the user from the results, then click OK.
  6. For Replace with, click Find User and enter search criteria for the user to whom you want to reassign tasks:
    1. From the Select User dialog box, enter the first or last name for the user, and click Search.
    2. Select the user from the results, then click OK.
  7. Select the Ending Between dates.
  8. Select roles for the user that must be reassigned:
    • Owner

    • Assignee

    • Approver

    • Viewer

  9. 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 schedule name and total number of user reassignments made.