When a Procedure has Roles, such as Hiring Manager or IT Support, each Assignment of it records who fills each Role. Steps assigned to a Role, and Approvals by a Role, go to that member. If that member is away, or the wrong member was chosen, you can re-staff a Role on one Assignment without changing the Procedure.
- Select the Assignment and press the Info tab in the detail pane.
- In the Roles panel, choose the member who should fill each Role.
The change saves right away. Every Task whose Step is assigned to that Role moves to the new member, and appears in their Assignments Inbox. To leave an optional Role unstaffed, press its clear button: its Not Started, In Progress, and On Hold Tasks take their parent Task's Assignee, or the Assignment's Assignee for a top-level Task. A Required Role has no clear button; it can only be re-staffed.
The Assignment's Requestor and Assignee, and Portfolio Administrators and Leads, may re-staff Roles. The Roles panel appears only on Assignments of Procedures that have Roles.
To reassign a single Task instead, see Update Assignment/Task Assignee.
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