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ESS - Workflow Transfer

The Workflow Transfer function allows users assigned to the Super Admin role to:

  • Search for items in the workflow

  • Reassign workflow items (same permissions are transferred).

 

To search for workflow units and reassign them:

  1. Click Workflow Transfer.

  2. Use the following table to complete the Workflow Transfer form.

    image-20241021-210417.png

  3. Click Submit.

    image-20241021-210909.png

  4. Click the check boxes for the workflow items that you want to transfer.

  5. Click Submit.

    When you reassign workflow units, the change is logged as a history event. The employee can view the change when they click the item's History link in Active Items.

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