How to reassign an action to a user if it was incorrectly assigned to the wrong person


#1

To reassign an action, you must:

  • Belong to a participant with the Process supervisor role with the'Reassign actions' permission enabled for the process requiring an action reassignment;

    OR
  • Be a process/folder manager for the process requiring an action reassignment;

    OR
  • Be designated as a WorkflowGen Administrator from within your user profile.
Should you meet the above criteria, you would need to perform the following:
  1. Log in to the User Portal.

  2. Perform a follow-up search for the request number in question.

  3. Once the request has been found, select the action requiring reassignment.

  4. A list of possible users that this action can be reassigned to will be presented. Select a user to reassign the action to. The selected user will automatically receive an email indicating the action has been assigned to them.

Note: If the list appears empty, it is because there are too many users to display. Instead, you will be prompted with a search field.

  1. Enter your search criteria (e.g. “John”) and click OK.

  2. From the result list, select a user to reassign the action to.

  3. The selected user will automatically receive an email indicating the action has been assigned to them.