Change a Worker's Role on an Assignment

When a worker is assigned to a work item, he or she is given one or more roles on the work item. The roles may be changed.

To change a worker's role, complete the following steps:

1. From the Home screen, click the Assignments tab. The Work Assignments screen appears. The screen displays the names of the workers in your unit.

2. Click the Worker Name link or the to open the person's list of work items.

3. Click the Edit link next to the work item name. The Employee Assignment screen appears.

4. In the Roles area, select the role the worker will perform on this work item, and de-select any roles that are no longer in effect. The worker must be assigned at least one role.

5. Click the Save button. You are returned to the Work Assignments screen.