Assigning or reassigning work

You can assign a work item from a work queue or reassign a work item to another participant when necessary.

About this task

You can do the following actions:

  • Assign a work item from a work queue to one or more users or workflow groups, or to another work queue.
  • Reassign a work item from one or more participants to other participants.
  • Return a work item to the work queue or participant from which it came.

Procedure

To assign or reassign work:

  1. Click Assign/Reassign Work on the toolbar.
  2. Select a step from the list of Steps.

    Process Tracker lists steps which have active work items only. In addition, Process Tracker does not display steps associated with queues to which you are denied access.

  3. In the From list, select the participant or work queue to whom the work item is currently assigned.
  4. In the To list, select the participant to whom you want to assign the work item.
    Important: For systems using Active Directory, if a base group has been set above Users and Groups, members of that group are available for selection in the user and group lists. These users should not be used as workflow participants.
  5. You can optionally enter comments.
  6. If the work item is currently assigned to a participant, you can optionally specify if you want the work returned to the currently assigned participant for approval before it progresses to the next step in the workflow. If the work item is in a work queue, this option is not available.
  7. Click OK or Apply.