Index
Speaking of transferring pending issues...
The platform makes transferring multiple activities among users easier. This transfer is very useful in situations of employment termination, vacation, promotion of determined user responsible for the activities.
In order to transfer the pending issues, you need to enter the registration of source and target users, and select which types of pending issues should be transferred.
The business rules (assignment mechanisms) will be checked in order to validate the pending workflow tasks related to the user and the processes opened by the user that have not been closed yet.
Transferring Pending Issues will not transfer workflow tasks already executed.
Open Workflow Request – When this option is selected, it determines the transfer of requests that have been started by the source user.
Pending Workflow Tasks – When this option is selected, it determines the transfer of tasks for which the source user is responsible.
Active Documents – When this option is selected, it determines the transfer of the documents whose author is the source user.
Document Approval Tasks – When this option is selected, it determines the transfer of the documents under the source user's responsibility.
Important
To transfer tasks, the target user must be part of the appraiser group. If he or she is not configured, it will be necessary to define him of her as the appraiser for this folder. For this, it is necessary to define him or her by using the Appraiser Definition function.
Writing Permission in Folders/Documents – When this option is selected, it determines the writing security permission transfer for the folders and documents entered.
Important
If the user selects this option, the target user should have reading permission.
Documents Waiting for Approval – When this option is selected, it determines the transfer of the documents published by the source user that are waiting for the approval of the folder/document by the appraiser.
Document/Folder Appraiser – When this option is selected, it determines the transfer of the approval permission the source user has over folders/documents.
Transfer pending items
01. In the main menu, click Control Panel, then check People container and click Transfer pending items.
02. Enter the user that is originating the pending issue.
To find users, use the magnifying glass.
03. Enter the user that will receive the pending issue.
To find users, use the magnifying glass.
04. In Workflow Pending Issues, enter the range of requests you want to transfer.
05. Select the type of workflow pending issue you want to transfer.
Open Workflow Request – When this option is selected, it determines the transfer of requests that have been started by the source user.
Pending Workflow Tasks – When this option is selected, it determines the transfer of tasks for which the source user is responsible.
06. In Document Pending Issues, enter the range of documents you want to transfer.
07. Select the type of document pending issue you want to transfer.
Writing Permission in Folders/Documents – When this option is selected, it determines the writing security permission transfer for the folders and documents entered.
Important: If the user selects this option, the target user should have reading permission.
Documents Waiting for Approval – When this option is selected, it determines the transfer of the documents published by the source user that are waiting for the approval of the folder/document by the appraiser.
Document Approval Tasks – When this option is selected, it determines the transfer of the documents under the source user's responsibility.
Important
To transfer tasks, the target user must be part of the appraiser group. If he or she is not configured, it will be necessary to define him of her as the appraiser for this folder. For this, it is necessary to define him or her by using the Appraiser Definition function.
Document/Folder Appraiser – When this option is selected, it determines the transfer of the approval permission the source user has over folders/documents.
Active Documents – When this option is selected, it determines the transfer of the documents whose author is the source user.
08. Click Confirm.
After confirming, the pending issues that fit the selected parameters will be transferred to the target user. Next, a confirmation message will be displayed, where you can view the log of the transfer made.
Please note!
This documentation is valid from the 1.6.5 update - Liquid. If you use a previous update, it may contain information different from what you see on your platform.
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