Table of Contents
User Guide
Forwarding an Assignment Step

When you can’t complete the active step you’re responsible for, forward the assignment to another user.
  1. Open the Assignments interface.

    Step Information
    Note:You can access the Assignments interface through the Dashboard interface or Resource Viewer.

  2. From the Assignments interface, select an assignment in the listing.

    Expected Result
    A detailed view of the assignment displays.

  3. Click Forward .

    Step Information
    Expected Result
    The Forward Assignments window displays.
  4. In the Forward to field, enter or select a user.
  5. (Optional) Add a comment to explain what needs to be completed for this step.
  6. Click Forward .

The user you selected is now responsible for the step. They will receive an inbox notification and email about the change.