User manual

Table Of Contents

NOTE Depending on the type of form log that you are viewing and your role

within the form log, the option to re-assign may not be available to you.

1 Within a form log select a form and right-click. Choose Re-assign from

the menu.

2 The form opens. Click Re-assign and select a member or group to re-assign

the form to.

It is not recommended that you re-assign a form to a private group (page

128). Doing so exposes the names and email addresses of private group

members in the

routing tab (page 319) and in various dashboards.

3 You do not have the option of changing the due date or time. You can

add comments.

4 Use the Route Back through me option if you want the form to be

automatically sent back to you. Or, if it is okay for the form to be

forwarded to someone else then do not select this option.

5 Click Submit to save and notify the assigned member. The form is

displayed in your Dashboard as both an assigned item and an issued

item.

6 To cancel the re-assignment, simply close the window. The form is not

added to the log and you lose any information that you entered.

To view items that are assigned to you, and items that are overdue, in a specific

project, view your personal summary dashboard (page 275) for that project.

NOTE You can choose to add a form to a log and not assign it to anyone. Doing

this "posts" the form to the log and allows you to notify, cc, and discuss the form,

but no assignments will be made. To post a form instead of assigning it, open a

log and click Add ➤ Without Assignment. Then, complete the form as you normally

would except that you will not be selecting "assignees". If you do not specifically

choose this option, it is assumed that you want to assign the form.