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Select a workflow step, and click Actions > Reassign.
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Select a user from a selected role to reassign the workflow step to that designated
user.
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You can only reassign workflow steps to a single user, not multiple users.
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You can filter both the roles and users to narrow the list to a specific user.
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When reassigning a workflow step:
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You cannot reassign any notification steps.
What happens when I reassign a workflow step in a QA Review workflow?
The following table details the outcome when you reassign a workflow step to another
user in a QA Review workflow:
User 1
|
Reassigns to User 2 who has
|
Outcome
|
Consolidator
|
No workflow step
|
The consolidate step is reassigned to User 2.
|
Consolidator
|
A review step
|
The review step is terminated, and the consolidate step is reassigned to User 2.
|
Consolidator
|
A document receipt notification step
|
The document receipt notification step is terminated, and the consolidate step is
reassigned to User 2.
|
Reviewer
|
No workflow step
|
The review step is reassigned to User 2.
|
Reviewer
|
A consolidate step
|
The review step is terminated for User 1.
|
Reviewer
|
A document receipt notification step
|
The document receipt notification step is terminated, and the review step is reassigned
to User 2.
|
These priorities are delivered by default and can be configured by your administrator.
What happens when I reassign a workflow step in a project communication workflow?
The following table details the outcome when you reassign a workflow step to another
user in a project communication workflow:
User 1 who has the step
|
Reassigns to User 2 who has the step
|
Outcome
|
Initial review
|
Receipt notification
|
The receipt notification step is terminated, and the initial review step is reassigned
to User 2.
|
Perform response
|
Consolidate responses
|
The perform response step is terminated for User 1.
|
Consolidate responses
|
Perform response
|
The perform response step is terminated, and the consolidate responses step is reassigned
to User 2.
|
Respond to TQ
|
Technical query receipt notification
|
The technical query receipt notification step is terminated, and the respond to TQ
step is reassigned to User 2.
|
Perform action and respond
|
Action receipt notification
|
The action receipt notification step is terminated, and the perform action and respond
step is reassigned to User 2.
|
Perform initial review
|
Approve the review
|
Perform initial review step is terminated for User 1.
|
Approve the review
|
Perform initial review
|
Perform initial review step is terminated, and the approve the review step is reassigned
to User 2.
|
Transmittal issued
|
Transmittal receipt notification
|
Transmittal receipt notification step is terminated, and the transmittal issued step
is reassigned to User 2.
|
These priorities are delivered by default and can be configured by your administrator.