Reassigning Actions or Procedures
Once an Action or Procedure has been attached to a record, you can modify the Action's default responsible officer.
- Search for the record with the attached Action or Procedure you want to modify
- Right-click the record and on the Workflow menu, click Show Actions/Procedures.
The Attached Actions/Procedures dialogue box will display all the attached Actions and Procedures.
- Right-click the Action you want to modify Responsible Location of and click Reassign.
The Locations list appears for you to select a new Location.
- Click OK.
The Action or Procedure is reassigned.