The functionality to bulk re-assign items from one user to another enables the quick transfer of tasks and responsibilities when a user moves locations, changes role or leaves the organisation.


The following items can be reassigned in bulk using this feature:


End Dated Users

Users that have an end date set (and are therefore expired and unable to access the system) but still have items assigned to their user profile should have these items reassigned to other users.


From your Admin menu, under the Bulk Assignment header select End Dated Users


The list of users with an end date and any assigned items are listed.

Click on the assigned items to assign to other users (see further details below).


If this End dated users list is blank, you do not have any end dated users in the system with outstanding items still assigned. 


Line Manager

From your Admin menu, under the Bulk Assignment header select Line Manager.

Here you will see all users and their current line manager. Use the filters and search options to find the users you want to reassign the line manager - you will be able to see the current line manager on the right hand column.


Select each user by clicking the selection box.


In the top drop down, select the new line manager and click the Assign to X selected users button. 


A user must have been assigned at least one staff member to line manage individually (i.e. via the staff member's user record) before they appear in this bulk assign Line Manager drop down. 


The users now have the new line manager set.


Event Workflow 

From your Admin menu, under the Bulk Assignment header select Event Workflow.

Here you will see all outstanding event workflow tasks and the user they are currently assigned to. Use the filters and search options to find the event workflows you want to reassign and select the workflow tasks you wish to reassign by clicking the selection box.


In the drop down select the new owner and click the Assign to X selected tasks button.


The event workflows now have the new owner set.


Compliance Workflow

From your Admin menu, under the Bulk Assignment header select Compliance Workflow

Here you will see all outstanding compliance workflow tasks, the user they are currently assigned to and the user the compliance task relates to. Use the filters and search options to find the compliance workflows you want to reassign and select the workflow tasks you wish to reassign by clicking the selection box.


In the drop down select the new owner and click the Assign to X selected tasks button.

The compliance workflows now have the new owner set.


Actions

From your Admin menu, under the Bulk Assignment header select Actions.


Here you will see all outstanding actions and the user they are currently assigned to, along with the type of action, e.g. Event Tasks, Action Plan. Use the filters and search options to find the actions you want to reassign and select the ones you wish to reassign by clicking the selection box.



In the drop down select the new owner and click the Assign to X actions button.



The actions now have the new owner set.


Documents

From your Admin menu, under the Bulk Assignment header select Documents

Use the filters and search options to find the documents you want to reassign and select the ones you wish to reassign by clicking the selection box.


In the drop down select the new owner and click the Assign to X documents button.


The documents now have the new owner set.



Risk Categories

From your Admin menu, under the Bulk Assignment header select Risk Categories.

Use the filters and search options to find the risk categories you want to reassign and select the ones you wish to reassign by clicking the selection box.

In the drop down select the new owner and click the Assign to X categories button.

The risk categories now have the new owner set.


Scheduled Tasks

From your Admin menu, under the Bulk Assignment header select  Scheduled Tasks.


Use the filters and search options to find the scheduled tasks you want to reassign and select the ones you wish to reassign by clicking the selection box.


In the drop down select the new owner and click the Assign to X scheduled tasks button.



The scheduled tasks now have the new owner set.



Audits

From your Admin menu, under the Bulk Assignment header select Audits.

Here you will see all outstanding audits, along with the name of the current Auditor (Owner) and Authoriser (Reviewer). Use the filters and search options to find the audits you want to reassign and select the ones you wish to reassign by clicking the selection box.


Click the Next step (X audits selected) button.

The selected audits are now displayed. Choose the new Auditor (Owner) and/or Authoriser (Reviewer) for each audit in the list as required.


Click the Complete assignments button.

The audits now have the new owner set.