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When should we use the Reassignment option?
When an assignment has been given to a ' named user' and that user has added markups, stamps, comments to the created markups on their assigned document and then, the named user will not be able to complete their assignment task.
Why? Because comments, sketches, stamps, measurements, etc. that were created by the named user are protected from unauthorized changes by other reviewers.
(This assumes that system Permissions have been configured for best practices to prevent users from changing markups made by other reviewers.)
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cannot complete the assignment, we recommend giving the assignment to another user who belongs to the same group.
This will be required when EPR is configured to prevent Reviewers from modifying another user's markups. For example, open comments need to be closed or sketches need to be changed/deleted.
How to perform a Reassignment
Option 1:
Give the assignment to a different user.
(This assumes that system Permissions have been configured for best practices to prevent users from changing markups made by other reviewers.)
Follow these steps:
- Select the pencil icon to open the EDIT ASSIGNMENT form.
- Select a different user in the dropdowndrop down.
- Select SUBMIT.
Option 2:
Have a user with the proper permissions, (ie: the Group or Project Manager), complete the plan review.
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When plan review is transistioned outEPR Reviewers are inactivated, be sure to remove them from any Distribution workflows where they are 'named users'. |
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