Strategy Administration – Reassign Staff Responsibilities

1. Overview

This interface (Administration > Reassign Staff Responsibilities) assists System Administrators to easily shift responsibilities among the staff members. Responsibility shifts may either happen in bulk or for individual responsibility. 

The following responsibilities have been identified and can be reassigned among staff members where necessary.

Action

Corporate Risk Action

Task

Risk Control Owner

Task Responsible Officer

Risk Control Rating Staff

KPI Responsible Officer

Strategic Risk Control Action

KPI Reporting Officer

Operational Risk Control Action

KPI Node Responsible Officer

Strategy

Department

Staff RO

Project

Project Board

Project Task

Project Task Board

Issue

Project Resource

Issue Action

Team

Issue Decision

Staff Billing Rate

Asset

Project Attachments

Project Risk

Audit Detail

Strategic Risk

Audit Staff

Operational Risk

Audit Recommendation RO

WHS Risk

Project Signoff Workflow Staff

Operational Risk Review

Incident

Project Risk Action

Incident Action

Strategic Risk Action

Time Entry Signoff

Operational Risk Action

 

2. View Responsibilities

Select the staff from the 'Responsibilities From' section. The assigned responsibilities will be listed below the selection.

Figure 2.1
Figure 2.2

Use the 'Filter Responsibilities' search option to filter out the responsibilities. If end-user types Action in the search box, only the actions would be filtered out within the list.

3. Reassign Responsibilities

The reassignment of responsibilities is two-fold:

  • Individual Reassignment
    Each responsibility can be reassigned to a specified staff member. The responsibilities will be reassigned one by one.

The made selections' status would be updated to 'Pending to Save' status:

  • Bulk Reassignment
    All the assigned responsibilities or a type of assigned responsibilities (I.e. only the actions) can be reassigned via this option. Once after the bulk assignment staff member is selected, 'Select Responsibility Types' dropdown list will be enabled to select the required responsibility type. This will be a dynamic list that will be based on the responsibilities of the current staff.

The selections' status would be updated to 'Pending to Save' status:

Once after the respective changes are made, press on the Save button to go ahead and reassign the responsibilities. The user would be prompted for the confirmation; once confirmed, responsibilities will be assigned. If the transference is successful, the status would be changed to 'Successfully Transferred'; if unsuccessful, the status would be changed to 'Fail to Transfer'.