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Reassigning a Workflow Step

If you are designated as a step owner in a workflow, and are unable to complete the task associated with the step, you can reassign the step to another member of the Workflow Team. The ability to reassign a workflow step guarantees that the workflow continues, uninterrupted.

A workflow step is reassigned from the Workflows browse screen in a Contract Profile, Company Profile, or Project Profile. You can also reassign a workflow step directly from your Active Workflow Items portlet in the Dashboard by clicking on the icon for the step.

  Although the Contract Profile is used in the example below, the same steps also apply to reassigning a workflow step in a Company Profile and Project Profile.

A

Workflows button

Click to display the Workflows browse screen, which displays inside the Workflow Profile.

B

Workflow records

Locate the workflow containing the step you want to reassign, and click on it to refresh the screen.

Note: Ensure the Active Workflows tab (default view) is selected.

C

Workflow Step record

Locate the workflow step you want to reassign.

D

Reassign icon

Click on the step's icon to display the Reassign Step Owner prompt. If the icon is not present, the step cannot be reassigned.

E

Reassign Step list

Select the new owner of the workflow step.

F

Notes field

Enter a message for the person to whom you are reassigning your workflow step. This message will appear in the email that is sent to the person you selected as the new step owner.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

G

Reassign button

Click to reassign the workflow step and send an email message to the new step owner.

The email message sent to the new step owner will have a subject line of "Workflow Action Required," followed by the company name and the contract number. The body of the email message will contain the name of the workflow step, along with the notes you provided to the new step owner during the reassignment process.