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MarkView All Components – How to re-assign documents in MarkView

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Summary

13173

Applies To

  • ERP System: All
  • MarkView Version: 7.x and later

Behavior

  • The business requires a different user to process certain documents
  • A change on a user role requires to move some documents to a different user

Known Causes

  • Change on business requirements or user roles

Resolution

  • If a person is temporarily not available or absent then consider using Alternate User Assignment.
  • If a person is leaving the organization then set up an Alternate User Assignment before the person is end-dated in the ERP.
  • If the documents need to be permanently managed by a different user then consider re-assign the documents.
  • MarkView allows reassigning documents as following ways:
    • Placing the ‘Reassign Document’ action on the viewer.
      • This option normally requires the user to have retrieved the item first
      • This is available on only some queues
    • Advisor
      • Some Advisor reports allow re-assigning documents by clicking in the graph and then ticking the documents and clicking on ‘Re-assign’
      • Multiple documents can be re-assigned in one request
    • Using the ‘Set Owner And Reroute’ option on MarkView Home -> Support.
      • This option is available to Administrator.
      • This option is valid to documents in the Workflow Administration queue.

Keywords: re-assign, reassign, alternate, set owner, owner, AUA