Reallocating user tasks is crucial for maintaining operational efficiency and ensuring proper responsibility management within an organization. It supports continuity of operations, resource optimization, improved accountability, and adaptability. This feature is useful in scenarios such as employee departure, role changes, workload balancing, and project management.
Applicable modules: Asset Management, Document Management, Problem Management, Record Management, Supplier Management, and Training Management.
Navigate to System Settings for reallocation >Click on User Reallocation card or user reallocation from the side menu > Click on the three dots icon to reallocate user tasks.
The details displayed will include the existing username, the total tasks assigned with a checkbox displaying the count, a link to redirect to the register to partially assign the data to a new user and a new user field. You can either choose “All tasks” and select the new username to reallocate the old user’s data to the new user or click the “Here” link to redirect to the register and select the new user to reassign the data. After successful completion, a message will display on the screen.
