Reassign a workflow step - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
  1. Select a workflow step, and click Actions > Reassign.

  2. Select a user from a selected role to reassign the workflow step to that designated user.

  • You can only reassign workflow steps to a single user, not multiple users.

  • You can filter both the roles and users to narrow the list to a specific user.

  • When reassigning a workflow step, a review step takes precedence over the document receipt notification step.

The following table details the outcome when you reassign a workflow step to another user:

User 1

Reassigns to User 2 who has

Outcome

Reviewer

No workflow step

The review step is reassigned to User 2.

Reviewer

A document receipt notification step

The document receipt notification step is terminated and the review step is reassigned to User 2.

Information only reviewer

No workflow step

The document receipt notification step is reassigned to User 2.

Information only reviewer

A review step

The document receipt notification step is terminated for User 1.

Information only reviewer

A document receipt notification step

The document receipt notification step is terminated for User 1.