Reassign Actions Web User Manual 2.3.6

USING REASSIGN ACTIONS TO ME

1. Select the record in Content Manager that you would like to reassign the current actions
   

2. Click on the More button and select Reassign Actions to Me
   

3. 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
   

4. A progress bar will appear showing the progress of action reassignment

5. A notification will appear stating the action reassignment is complete
   

6. The records notes will be automatically updated
   

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
   

2. Click the More button and select Reassign Action to Someone Else
   

3. A pop up will appear that will provide the option if the current action or all actions should be reassigned to a location.
   

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

5. Click the suitable location and click the appropriate action.
   

6. A progress bar will appear showing the progress of action reassignment

7. A notification will appear stating the action reassignment is complete
   

8. The records notes will be automatically updated

USING COMPLETE CURRENT ACTION

1. Select the record in Content Manager that you would like to complete the currently applied action for
   

2. Click on the More button and select Complete Current Action
   

3. The Complete Current Action window will display.
   

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

• Complete - Complete the current action.
• Cancel - Cancel the process and close the application.
  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.

4. If there are additional actions available, the option to reassign the next action will be available.
   

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)
• Continue - Accept that the action is okay and does not require any changes. This will continue to the next record selected.
  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.
  

4. If there are no additional actions, the pop-up window will not appear