Reassign an Assessment type case task

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Reassign an Assessment type case task to another user in the GRC: Compliance Case Management application. For example, a case analyst or a case task owner can reassign a compliance case task to another case task owner if a case task is wrongly assigned or isn’t accepted by the case task owner.

    Before you begin

    Role required: sn_compliance_ws.corporate_compliance_analyst

    About this task

    As a case analyst, after a task is assigned to a case task owner, you can reassign the task to another user.

    As a case task owner, you can also accept the task, start working on it, and then reassign the partially completed task to another user. When you reassign a partially completed case task to another user, the data that you provide also gets copied and is available to the new case task owner. The newly assigned task owner can modify the case task based on that owner's requirements.
    Note:
    You can only reassign the case tasks that have the Type field set to Assessment.

    Procedure

    1. Navigate to Self Service > Employee Center.
    2. Access your task from the My tasks module.
    3. Open the task that you want to work on.
    4. In the Open section, select Reassign.
      The Reassign case task dialog box appears.
    5. In the Assignment group field, select the assignment group.
    6. In the Case task owner field, select the owner.
    7. In the Reassign case task dialog box, select Reassign.