Reassign Actions User Manual 2.2.4

  • Published on Jan 14, 2022
  • 2 minute(s) read
  • Mitchell Lesar
  • Developer Account
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USING REASSIGN ACTIONS TO ME

  1. Select the record (or tag multiple records) in Content Manager that you would like to reassign the current actions
    image(1825).png

  2. Click the Reassign Actions to Me button on the Ribbon
    image.png

OR perform a Right Click > Send To > Reassign Actions to Me
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  1. A pop up will appear that will provide the option if the current action or all actions should be reassigned to you. If you have multiple records ticked, this option will run for all records
    2021-12-07_15-59-14.jpg

  2. A progress bar will appear showing the progress of action reassignment
    image.png

  3. A notification will appear stating the action reassignment is complete
    108155678-6d8a8f00-7133-11eb-9859-d930ac7af1ba.png

  4. The records notes will be automatically updated
    image.png

USING REASSIGN ACTIONS TO SOMEONE ELSE

  1. Select the record (or tag multiple records) in Content Manager that you would like to reassign the current actions
    image(1825).png

  2. Click on the Reassign Actions to Someone Else button on the Ribbon
    image.png

OR perform a Right Click > Send To > Reassign Actions to Someone Else
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  1. A pop up will appear that will provide the option if the current action or all actions should be reassigned to a location. If you have multiple records ticked, this option will run for all records
    2021-12-07_15-59-14.jpg

  2. A locations search dialogue will appear
    image.png

  3. Search for the location you wish to reassign the actions to

  4. Highlight the suitable location and click OK

  5. A progress bar will appear showing the progress of action reassignment
    image.png

  6. A notification will appear stating the action reassignment is complete
    108155678-6d8a8f00-7133-11eb-9859-d930ac7af1ba.png

  7. The records notes will be automatically updated

USING COMPLETE CURRENT ACTION

  1. Select the record (or tag multiple records) in Content Manager that you would like to complete the currently applied action for
    image(1825).png

  2. Click on the Complete Current Action button on the Ribbon
    image.png

OR perform a Right Click > Send To > Complete Current Action
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  1. If there are additional actions available, the option to reassign the next current action is available
    2021-02-19_9-26-35.png

The window shows the next action available and who is currently responsible for that action. Two options are provided:

  • Reassign - Reassign the action (to me or someone else)
  • OK - Accept that the action is okay and does not require any changes
    Notes can be added to the Record, if no notes are added when reassigning an action, a default set of notes are appended to the record.
    image.png

If the pop-up window is closed before choosing an option, a notification email is sent to the assigned recipient as set within the configuration file. This notifies that the program was stopped early.
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  1. If there are no additional actions, the pop-up window will not appear