Assigning an owner to an activity

A Sponsor user or Partner Administrator can assign a user as an owner of an activity. The assigning user must have the role that is associated with the task.

  1. Sign in to the PEM Portal as any Sponsor user or a Partner Administrator.
    On your dashboard, you might see one or more activities.
    Note: If you are not on your dashboard, you can click Activities to see the activities that are ready to assign.
  2. In the Actions column for an activity, click Start activity.
    Important: If an owner is already assigned to the activity, the Owner column contains a Change Owner link only for the user to whom the task is assigned.
    A task list appears.
  3. In the Owner column, click Assign Owner or Change Owner. By default, Assign Me is selected. Choose one of the following options:
    1. To assign to yourself, click Select.
    2. To assign to someone else, click Other. Select a user ID and click Select.
    3. To change the task assignment to assign to no one, click None and click Select.
      This option is used to remove an activity from its current owner without assigning a new owner.
  4. Click Close to close the window.
    An email notification is sent to the new owner of the activity.