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Reassign Tasks

The Reassign MOC Tasks allows an administrator to permanently reassign one or more MOC tasks and/or roles to different people when the originally assigned person is no longer with your company or has moved to a different position in your company.

Tasks refer to current MOC assignments and MOC action items.

Below are guidelines for Reassign MOC Tasks

  • Roles show the person's inclusion in MOC profiles, form action items, shortcut pre-Approvers and route nodes. Such roles can result in future tasks and action items, unless these are reassigned using this element.
  • When you reassign tasks, system scans all tasks and roles for the selected person and highlights only the ones which are applicable. This makes it easy to reassign tasks in batches.
  • You may reassign all tasks and roles to a new person, or only the selected items.
  • By repeating the process, you can reassign existing tasks and roles from one person to multiple people and over time, if desired. All reassignment of tasks is stored and accessible using View History; this makes it convenient to track reassignments to multiple people and over time.

Using the Reassign task function permanently reassigns a user's tasks. This cannot be undone. 

The setting Agent List can be used if you want to temporarily transfer MOC tasks and action items to another person.

How to Reassign MOC Tasks

  1. Navigate to Settings > Reassign MOC Tasks in the MOC module menu.
    1. Step 1 of the two-step process is selected. If you are reassigning tasks in batches and need to review tasks that have already been transferred, click View History button.
  2. Enter a few characters of the New and Existing Assignee's last name and select it from the drop-down search result. A green check indicates that a valid person has been selected.
  3. Click Next to go to Step 2. 
  4. In the blocks In-Process MOCs, In-Process MOC Action Items, MOC Form Action Items, Profiles, and Other, check boxes that apply to this transfer. 
  5. Click Previous if you want to change the assignees. Otherwise, enter a Reason for Change, which is stored in the task reassignment history.
  6. Click Reassign Tasks.
  7. You will see a table listing reassignment of all MOC tasks, with the task just completed on the top.
  8. Click Close to return to Step 1 and repeat steps 2-7 to reassign additional tasks. 

If some tasks and roles are not applicable for the selected existing assignee, these will not be selectable.