Assign or reassign work
It might be necessary on occasion to assign or reassign a work item to a different participant, or to a work queue. For
instance, you might want to reassign all work assigned to a workflow participant
who has been transferred, or you might want to expedite a workflow in an
unassigned work queue by assigning it immediately to an eligible participant.
You can use Process Administrator
to make the necessary changes.
Each row in the results table represents a workflow or work item. You
can perform any of these actions on one or multiple rows. You can also
perform these actions in combination on the selected rows.
NOTE Do not assign or reassign work items in the Conductor system queue. Work
items usually go to the Conductor queue as a result of an error. You should
resolve the error, then complete
the work to continue the process.
To assign or reassign work
- Use the search options to locate the work to be assigned.
- In the results pane, select one or more rows to process. To assign
or reassign work, the work must currently be in an unassigned work queue
or a user's inbox. Process Administrator ignores rows that you select that do not meet these requirements.
- From the Tasks menu, choose Assign/Reassign
Work.
- In the From section, select one
or more rows that you want to assign or reassign to the same participant.
- In the To section, select a user name. This is the participant
to whom all eligible selected work will be assigned. See Participant
selection for additional information about selecting participants.
NOTE
For systems using Active Directory, if a base group has been set above
Users and Groups, members of that Builtin group will be available for
selection in user and group lists. These users should not be used as workflow
participants.
- Enter any comments in the Enter comments
box.
To append your comments to the current comments,
select Append.
To replace the current comments with your comments, select Replace.
- To have the workflow automatically returned to the currently assigned
participant once the new participant has completed it, select the Have the currently assigned participant
approve the work check box . This does not apply to work in a process queue.
- Click OK if done, or Apply
to apply the changes and continue working in this dialog box.
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NOTE Changes
made at the workflow level affect all
work items contained in the workflow, and the values currently displayed
do not necessarily represent the values of the underlying work items.
See Workflows vs. work items for
more information about the ramifications of updating at the workflow level.
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