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Supervisor Tasks

The Supervisor Tasks menu contains the following sub menus:

Note: These sub-menus list the processes where the user logged on has been a Supervisor in the process and is currently Batch Routing or Tasks Reassignments.

Review - Batch Routing

This review displays a list of cases that have been sent to Batch Routing. This tab is available only if the user is a process supervisor and the PM_SUPERVISOR permission is enabled in its role. For more information, please visit the Process Supervisor page.

Tasks Reassignments

This Task Reassignments option allows a user to reassign one or more cases to other users and is available in the following situations:

  • Supervisor Users: This option displays only when a supervisor user has the PM_REASSIGNCASE_SUPERVISOR permission assigned in their role. For more information, please visit the Process Supervisor page.
  • Users with the PM_REASSIGNCASE permission: If a user has the PM_REASSIGNCASE permission assigned to their role, this menu option will be available to reassign one or more cases of all processes.

To Reassign a Case

To reassign a case to another user, follow these steps:

  1. It is possible to select one or more cases by clicking on them or using the SHIFT or CTRL keys. A new screen displays a list of cases selected.

  2. Double click on the case to reassign in the Reassigned to column. A list of users displays when the search option is available.

  3. Select the user to whom reassign the case.

    Note: Only users assigned to a case or ad hoc users will be listed in the search option when reassigning a case.

  4. Double click on the Reason column and write the reason why the case is being reassigned. This field is required.

    If the Reason column is not completed, a “Please complete the reassign reason.” message displays:

  5. Double click on the Notify column. Tick the checkbox to notify the reassigned users.

  6. Finally, click the Reassign button to finalize the reassignment process.

  7. The Status Reassignment window displays a list of the reassigned cases with the case number and the person who the case was reassigned to.

  8. Click OK to close this window.