Transfer & Share Work

Transfer work
Transfer Work option allows you to transfer the work of a user to another team member. For example when a team member leaves the organization all of the active jobs they were working on can be transferred to another team member.

Easy to do, benefits: business continuity, no loss of time

Share work on a job with other users
You can use the work sharing functionality to share work roles on on-going Jobs via the ‘Share Work’ option. This enables collaboration within the team for e.g. when working on critical positions while empowering easy sharing of resources.

Common Tasks

1. Share work on a job with other users
2. Transfer work on a job to other users

1. Share work on a job with other users

- In the main workbench under the Team Management category, expand the Jobs data folder and click on the Active data view.
- Tick the job(s) you want to share with other team members from the top pane.
- Point to the 'Actions' menu and select 'Share Work'. The 'Share Work' dialog will come up.
- In 'Share work of' select the user whose work on the job you want to share
- In the 'Share work with' drop-down select the user with whom you want to share the work.
- Click OK.

2. Transfer work on a job to other users

Follow these steps via a user login having administrative privileges to transfer the work of a user to another team member:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'User Management' and click on the 'Users' data view.
- In the right-hand pane tick next to the user whose work you want to transfer and from the Actions menu select 'Transfer Work'.
- In the Transfer Work dialog select the team member to whom you want to transfer the work from the 'Transfer work to' drop-down and click on the 'Save' button.