Other Topics > Mass Reassign

Mass Reassign is a guided four-step process that provides an easy method of transferring demands and/or tasks from one user/team to another user/team. For example, when employee turnover occurs, the demands for the outgoing employee need to be reassigned to one or more other employees.

Note: AF recommends transferring all demands (including closed) from an outgoing employee to an active employee to ensure that demands which are subsequently reopened (via supplement, etc.) will go to an active user's My Work List. The ability to Mass Reassign is a specific privilege that must be given by a Security Administrator to an individual user.

Find User/Business Unit to Transfer From

Search for the user or business unit you want to transfer from by clicking the appropriate radio button to select either By Users or By Business Unit. Making this choice will change what is displayed below these buttons.

By Users

Enter as much or as little information as you would like to search on in the corresponding fields and click Search Profiles to execute the search.

Locate the desired user from the results list and click Select to proceed.

By Business Unit

When searching by business unit, you have the option of either entering some information into the search field or simply leaving it blank. Click Search Business Units to execute the search.

Locate the desired business unit from the results list and click Select to proceed.

Choose Work to Transfer

Choosing the work to transfer varies slightly based on the type of work being transferred.

Demands

You can choose to select all of the demands by simply ensuring that the checkbox indicating the demands is selected. The number of demands selected will be displayed.

You can choose to select only some of the demands by clicking the Choose Demands from List button and using the Demand Listing screen to filter and/or select demands as desired.

Tasks

Tasks can only be selected as a whole. Check or uncheck the corresponding checkbox as appropriate.

Find User/Business Unit to Transfer to

Search for the user or business unit you want to transfer to by clicking the appropriate radio button to select either By Users or By Business Unit. Making this choice will change what is displayed below these buttons.

By Users

Enter as much or as little information as you would like to search on in the corresponding fields and click Search Profiles to execute the search.

Locate the desired user from the results list and click Select to proceed.

By Business Unit

When searching by business unit, you have the option of either entering some information into the search field or simply leaving it blank. Click Search Business Units to execute the search.

Locate the desired business unit from the results list and click Select to proceed.

Complete Transfer

Once you have selected the user or business unit to transfer to, a screen will be displayed that summarizes the action that is about to take place. Click Confirm to proceed with the action as outlined or Cancel to be taken back to the previous step.

Once the transfer is complete, a screen will be displayed showing the action was successful. Click Ok to be taken to the AF Home page.