Reassign an assessment

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Reassign assessment to redirect them to different users, enabling for flexible task management.

    Vorbereitungen

    Role required: sn_smart_asmt.reassign

    Warum und wann dieser Vorgang ausgeführt wird

    You can reassign an assessment to anyone if you have the assessment reassign [sn_smart_asmt.reassign] and the template category role that is associated with the assessment template.

    Prozedur

    1. Navigate to your workspace and then to your list of assessments.
      Here’s an example of how to navigate to this list in the Compliance Workspace.
      1. Navigate to All > Policy and Compliance > Compliance Workspace.
      2. Select the tasks icon (Tasks icon.).
      3. Select the Control attestations on the left panel.
      4. In the My pending tasks related list, the assessments are displayed.
    2. Select the assessments that you want to reassign.
    3. To reassign the assessment, on the top pane select more action icon and select Reassign.
      A reassign dialog box appears.
    4. In the Reassign dialog box, select the assessor name in the Reassign to field.
    5. Select Reassign.