Work Reassignment

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Work Reassignment

Overview

Bizagi lets you reassigning work to handle situations beyond the business logic. Some of the reasons to reassigning an activity can be:

 

The allocated user has not the required skills to complete the activity.

The case can be better managed by another person.

Balancing Workloads.

A higher level of authority is required to complete the activity.

 

Bizagi lets you reassigning in different ways:

 

1.Through the cases administration options. In this case the user chooses a new allocated user between all active Bizagi users.

2.Enabling activities to be reassigned by the allocated users (that are not Bizagi or process administrators). In this case the user chooses a new allocated user between all active Bizagi users.

3.Enabling activities to be released by the allocated users (that are not Bizagi or process administrators). In this case the task is automatically reassigned according to the defined allocation rules.

 

 

Reassigning work through the Cases administration options

This option is enabled in the Work Portal only for Bizagi or process administrators, under the Admin options.

 

CasesAdmin

 

From here administrators can select the activity to be reassigned and the user to be allocated from the list of active users.

 

CasesAdmin9

 

For further information please refer to cases administration.

 

Enabling an activity or intermediate event to be reassigned by the allocated user

This option lets the allocated user of an activity or event to reassign this task by selecting a user from the list of active users. Activities or events that can be reassigned will display this button (Reassignment8) at the upper right corner.

 

Reassignment3

 

Once clicked, a new window will appear in which you can search and select the user to be allocated.

 

Reassignment4

 

A message will confirm that the activity has been reassigned.

 

Reassignment6

 

To enable a task or event to be reassigned, all you have to do is go to the Process diagram (first step of the Process Wizard) and select the Can reassign checkbox that you can find at the element's Properties in the Runtime tab.

 

Reassignment9

 

 

Enabling an activity or intermediate event to be released by the allocated user

This option lets the allocated user allocated to an activity or intermediate event to release it. Once an activity is released:

 

The defined allocation rules will run to allocate the activity again. The user releasing the activity will not be taken into account in the new allocation.

If no user meets the allocation rules, this activity is allocated to the default user, no matter if this user is the same one that released the activity.

 

Activities or intermediate events enabled to be released will display this button (ReleaseActivity5) at the upper right corner.

 

ReleaseActivity1

 

Once clicked, a pop-up window will display asking to confirm the release of the activity. Click Release

 

ReleaseActivity2

 

The activity or intermediate event will be reassigned.

 

To enable a task or intermediate event to be released all you have to do is going to the Process diagram (first step of the Process Wizard) and select the Can release checkbox that you can find at the element's Properties in the Runtime tab.

 

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