Note: If you have the setting activated, the Fee Earner will receive a notification of the task re-assignment. If you'd like to explain to the Fee Earner your reasons for re-assigning the task, you'll need to do this outside of the system via your normal communication channels.
Re-assign a task to a different user in the Access Legal Compliance individually or in bulk.
Individual tasks
From the home page, within the Task List, locate the record you want to re-assign.
Note: Also, you can open a task through the Module home page, or by using the record unique reference number in the search bar.Next to the record click View, then on the right, click Reassign.
From the Assign to drop-down, select the user you wish to reassign the task to.
If required, select a new Due by Date.
Click Reassign Task.
Multiple tasks
Note: You'll need to be a master user to access this feature.
From the panel on the left, click Account Settings and then click User Management.
From the list, find the user profile whose tasks you want to reassign, then click Manage Tasks.
Note: Use the Filter by module drop-down to show tasks for a specific module.Select the user to whom you want to reassign the tasks from the drop-down at the bottom of the task list.
Click Reassign all tasks to the selected user.
Warning: Any tasks left unassigned remain in the system, however, no further notifications are issued.