Task Reassign Process
This procedure describes how reassign a specific task from:
- A user to another user
- A user to a group
- A group to a user
- A group to another group for a site
Prerequisites
- XMPro Administration Business Group
Processes can be filtered by Process ID, Description, Type, Name, Business Group, or User.
Text can be searched using the Search text field.
Tasks are assigned to a user or a Business Group but not both.
Note: Multiple processes can be reassigned at one time.
- Click New > Process.
- (Not shown) Click Task Reassign under XMPro Processes section.
- Click the Search text field, Process ID, Description, Type, Name, Business Group, or User to locate the process to reassign.
- Click Save.
Archive Process
This procedure describes how archive one or multiple processes.
The archive process is used to close off or out processes that are in a specific step through testing or need to be closed off for various reasons.
Prerequisites
- XMPro Administration Business Group
Processes can be filtered by Process ID, Description, Type, and Name.
Text can be searched using the Search text field.
Note: Multiple processes can be archived at one time.
- Click New > Process.
- (Not shown) Click Archive a Process under XMPro Processes section.
- Click the Search text field, Process ID, Description, Type, or Name to locate the process to archive.
- Click Archive check box.
- Click Save.