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Reassigning Submitter(s)

Written by Michelle Henley

Updated at June 29th, 2023

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            Reassign the Submitter of a Request

            Admins with the Reassign Submitter privilege have the ability to reassign the submitter on requests in Draft, In Progress, Update Pending, Approved, Approved with Conditions, and Recorded Requests. 

            Note: Requests with a status of Deleted, Rejected, or Canceled cannot be reassigned. 

            Note: The original submitter becomes a collaborator and can still access the request under Shared with Me tab

             

            To access the reassign submitter feature, first click Admin from the left navigation bar, then click on the tile for View all Requests. 

            Once you have located the request that you need to reassign, click the Gray Icon containing three dots to the far right of the request ID. Select Reassign Submitter. 

            A Reassign Submitter popup box will open showing the current submitter. The user can then remove the current submitter and select a new submitter from the dropdown list. Once the submitter has been reassigned, click Save Changes.

            Once a request is reassigned, the system will indicate that the request is now Shared with the prior submitter in the top right corner of the page.

            • The request will move from the original submitter’s Submissions tab to the Shared with Me tab. 
            • The system will send an email notification to the new submitter to notify them that they have been changed to the submitter of the request. 
            • The submitter change will be recorded in the request history.
            submitters reassigning

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