To reassign ownership of an ASB task

The procedure to reassign ownership of an ASB task is as follows:

1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated, revealing all ad hoc tasks assigned to the ASB case, together with those included in the underlying workflow structure, as displayed in the Tasks summary table.
4. Highlight the specific row matching the task to be reassigned to an alternative owner.
5. Click on Task Actions. The Task Actions window is displayed.
6. Using the Select action drop-down field, select the specific status progression value of Reassign Task 2.
7. Click on Next. The Task Assignment window is displayed, revealing the current owner of the ASB task.
8. Using the New user drop-down field, multi-select all desired user accounts to whom the ASB task will be reassigned, or choose the All option, as required 1.
9. Using the New role drop-down field, multi-select all overarching roles, representing a wider subset of user accounts to whom the ASB task will be reassigned, or choose the All option, as required.
10. Using the Reassignment reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of ASB task owner.
11. Use the Reassignment notes field to add contextual data in support of the change of ASB task owner.
12. Click on Save. Where the task definition is linked to multiple contacts within the same ASB case (complainants or perpetrators), the user is asked to affirm whether the reassignment should apply to This Contact Only or All Contacts; click on Save 3.
13. Alternatively, where the task definition is linked to multiple categories and contacts within the same ASB case, the user is asked to affirm whether the reassignment should apply to This Category Only or All Categories, as well as This Contact Only or All Contacts; select the appropriate options using the respective Categories and Contacts drop-down fields and click on Save.
14. With the Tasks tab once again in current focus, the Assigned to field reflects the user accounts chosen for the specific ASB task reassignment, as displayed in the Tasks summary table 4.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for ASB tasks that have already been cancelled or completed.

3 A task's relevance to complainants and perpetrators is configured within the associated definition file.

4 Any related tasks that have been reassigned as a consequence of the user's affirmations will reflect the same ownership details.

See related topics...

ASB task progression management overview

To place an ASB task on hold

To release an ASB task currently on hold

To create a new ASB task definition

Using the search facility