How to move assigned users to another Reporting Manager

  • Updated

If a user is leaving the company or will be absent for a long period of time it is possible to reassign all the users to a new Reporting Manager with the Move ongoing items/ assigned users function.

How to move assigned users to another Reporting Manager

  1. Go to MANAGE > Scilife Settings.
  2. Go to Users.
  3. From the User List, select View from the Actions tab.

The user profile will open:

  1. In order to proceed with moving all the User's ongoing items to another User, click on the Move ongoing items/ assigned users icon.

In the next window:

  1. Introduce your username & password for electronic sign-off.
  2. Select Assigned Users tab. 
  3. Move assigned users to another Reporting Manager.
  4. Select Target Reporting Manager whom you wish to be the new Reporting Manager for all of the assigned users to be moved to.
  5. Sign.

 

Which users will be assigned to another Reporting Manager?

ALL users that are currently assigned will be moved to the new Reporting Manager.

 

What if I want to move different users to different Reporting Managers?

To do this you need to check the tick box 'Reassign assigned users to different Reporting Managers' from there you can decide which assignees will go to the selected Target Reporting Manager.

It is also possible to have multiple Target Reporting Managers by clicking on the plus icon to add a new Target Reporting Manager. 

 Relevant for: Administrators / Managers / Regular Users
  Please note: A Reporting Manager and a User must have at least 1 Group in common.

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