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How Do I Clean Up Assignments Before Moving Users Between Groups (Sites)?

Remove active assignments to prevent errors when moving users between Groups (Sites).

Written by Lauren Baird
Updated over a week ago

Before moving a user to another Group (Site) or archiving a Group, there must be zero Assignments associated with that user. This includes Completed, Incomplete, and Not Started Assignments.

Assignments are tied to a specific Group and do not transfer with users. Moving users without cleanup can cause blocked moves or hidden errors.

Assignments may be one-off (single instance) or scheduled (batch). Modifying a scheduled Assignment affects all users in that batch—not just one row.


Answer

Business Administrators must remove or update all Assignments tied to a user (or Group) in ANVL Manager → Assignments before moving users or archiving a Group.


Steps:

1: Filter Assignments

  1. Open ANVL Manager and navigate to Assignments.

  2. Filter by User, if you are moving specific users


2: Select the Assignment

  1. Locate the Assignment row.

  2. Select the checkbox next to the Assignment.

  3. Select ModifyModify Assignment.

⚠️ Important:

  • For one-off Assignments, this affects only that Assignment.

  • For scheduled Assignments, this affects all users in that scheduled batch.


3: Choose the Correct Action

If you are moving a specific user (not archiving the Group):

  • If the Assignment is assigned only to that user:

    • Delete the Assignment.

  • If the Assignment is a Scheduled Assignment with multiple users:

    • Do NOT delete the Assignment.

    • In the Assignees list:

      • Remove only the user(s) being moved.

    • Save the Assignment.

This ensures the Assignment remains active for the remaining users.

If you are archiving the entire Group (Site):

  • Select Delete Assignment.

  • This removes the Assignment for all users in the Group.

Use this only when the Group is being fully retired

Examples:

This Assignment is assigned to a single user only. When moving this user to another Group (Site), delete the Assignment.

This is a Scheduled Assignment assigned to multiple users. When moving only one or some users, do not delete the Assignment—remove only the user(s) being moved from the Assignees list.


4: Repeat as Needed

  • If a user was assigned to multiple Assignments:

    • Locate each Assignment instance, and

    • Delete the Assignment or remove the user from the Assignees list each time.

💡 Tip: For large group Assignments, you may need to zoom out or scroll to clearly see all assignees.


5: Confirm Cleanup

  • Re-filter Assignments by the user or Group.

  • Confirm no Assignments remain for:

    • The user being moved, or

    • The Group being archived.

Do not proceed until you see "No Assignments Found".


Additional Details

Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal

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