In cases where companies have a lot of employee rotation or even when employees go on vacation and leaves documents (Projects or Jobs) still to complete, this documents must go on and cannot be stopped.
In order to allow having another user continue the work the system now allows the user that is going to be out to assign another. The same applies to the user that administrates the system and needs to replace one user that has left the company to another that has recently entered.
Users that created the document cannot be unassigned from them. Furthermore the reallocator popup is available in all documents that have teams associated to them
- Set the role "ProjectSave" on the User form.
- Set the role "DeliverableSave" on the User form.
- Enter with a user.
- Go to the Jobs module.
- Select various documents.
- Click on the to open the Reallocate button.
- Select the team where you want to add the user
- Select the user to be assign or unassign.
- Click "Ok".
- Enter in the documents and verify that the user has been Assign or Unassign from those documents.