Primary Role: Business Administrator (BA)
Focus: Apply
Where: ANVL Manager - Assignments
🧭 Before You Start
There must be zero Assignments associated with a user before they are moved to another Group (Site).
This includes Completed, Incomplete, and Not Started Assignments.
Assignments behave differently depending on whether they were created as one-off or scheduled (batch) Assignments.
This process must be completed before moving users or archiving a Group
🎯 Why This Matters
Assignments are tied to a specific Group (Site) and do not transfer with users.
Leaving Assignments in place can block user moves or cause hidden errors.
Scheduled Assignments can unintentionally affect multiple users at once if handled incorrectly.
⏱️ When to Do This
Before moving users to a different Group (Site)
Before archiving a Group (Site)
During site consolidation or organizational restructuring
📝 How Assignments Behave (Read Carefully)
Assignments may be:
One-off Assignments (single user, single instance), or
Scheduled Assignments (created as a batch for one or more users or on a recurring schedule).
When you select Modify Assignment, you are modifying all instances in that assignment batch, not just one row.
A user may appear multiple times if they receive assignments at a frequency (for example, 3 times per week).
🛠️ Steps: Clean Up Assignments
Step 1: Filter Assignments
Open ANVL Manager and navigate to Assignments.
Filter by User, if you are moving specific users
Step 2: Select the Assignment
Locate the Assignment row.
Select the checkbox next to the Assignment.
Select Modify → Modify Assignment.
⚠️ Important:
For one-off Assignments, this affects only that Assignment.
For scheduled Assignments, this affects all users in that scheduled batch.
Step 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.
Step 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.
Step 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".
⚠️ Watch Out For…
Deleting a scheduled Assignment removes it for all users assigned, not just one.
Completed Assignments still count and must be deleted prior to moving a user from a Site.
Users assigned at a frequency will appear multiple times.
Moving users before cleanup can result in blocked moves or hidden errors.
✅ What You Should See
No Assignments associated with the user or Group.
Users can be moved without errors.
Groups prepared for archiving contain no users and no Assignments.
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Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal