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Position

Location: Management Tasks transfer Position

Prerequisites:

▪SE Suite tasks.

▪Position

Overview:

From this menu, it is possible to define that the tasks of a certain position are transferred to another position so that the users that exercise it assume its execution. See how to transfer tasks:

1.In the General filter, in the Search filters panel, complete the following filters:

Position: Select the position whose tasks you wish to transfer.

Component: Expand the list of options and check the "components - license type" where the tasks you wish to transfer were generated. Use the other buttons next to the field to check all the options and clear the checked ones.

ID #: Enter the ID # of the task that will be transferred. This field should be used to locate a specific task.

Status: Expand the list of options and check the status of the task execution deadline that you wish to transfer: on time or past due. This field should be used to locate tasks under a specific status.

Deadline: Select the date range that covers the deadline of the task that will be transferred.

2.After that, click on the SEARCH button.

3.Tasks will be displayed in the list of records of main screen, according to the values entered in search fields. Mark the check next to each record or use the CTRL or SHIFT keys on your keyboard to select the tasks you wish to transfer.

4.In the To column of the list of records, define the position to which each selected task will be transferred.

5.After that, click on the toolbar button. At this point, the tasks will be transferred to the users who perform the defined positions.