Why do this?
Reassignment allows you to change certain attributes of the contract without losing in-flight data.
Who can do this?
Current Phase Owner
When can you do this?
A workflow initiated from an existing contract can only be reassigned if the contract status is Active, i.e. neither Expired nor Terminated.
Reassignment can only be performed on workflows with the Action Types of New and Amend.
For TERMS customers
If reassigning an Amend workflow on a contract with associated timesheets, you can only change the Contract Type to another Contract Type that allows for timesheet creation.
Where can you do this?
You can reassign a workflow by clicking the … (ellipsis) below the workflow header.
What can you change?
What can you not change?
What will be carried to the new workflow?
Documents, attachments, and comments added to the original workflow
Form field values entered in the original workflow if the same form fields exist in both workflow templates
What will be lost?
The original workflow ID
The original workflow history
Any completed reviews, approvals, and signatures
This is because the reassigned workflow will start at the Initiation Phase.
Because reassignment allows you to change the Contract Type and Contract Location, users with permissions on the old workflow may not have permissions on the new workflow.
How to Reassign a Workflow
On the workflow page, to the right of the phase buttons, click on the … (ellipsis).
In the menu, select Reassign Workflow.
In the reassign workflow modal, select the new workflow attributes:
To complete the process, click Reassign. You'll be redirected to the worklist.
To cancel the process, click Cancel. You'll be redirected to the current phase of the workflow.
The number of Days Active for the workflow will be reset to 0.
The reassigned workflow will start at the Initiation Phase.
The user who reassigned the workflow will be the *Initiator on the new workflow.