On departure of a colleague, it is useful to transfer its started processes to the person who will replace him. This person will be able to track the ongoing processes or start new process from them.
This action is available to anyone starting a process (initiator) in addition to those responsible for the process and is available from the Employee Workspace > All processes.
How to do ?
- Select the Employee Workspace.
- In the MY PROCESS section in the left menu, select any of the Started, In Process or All processes views.
- Click the Actions icon shown by the
icon and select the Transfer action. - It prompts you to select the process to transfer and click OK to confirm the selection.
- In the window that opens, select the person to whom transfer the processes and click OK at the bottom of the window to confirm the transfer.