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Transferring Responsibilities

There are a number of scenarios in which you must transfer the responsibility for resources from one person to another, such as when a person is leaving the company or changing departments or taking an extended leave of absence. In such cases, it is inefficient to transfer each type of object for which the person is responsible. Instead, you can transfer all of the objects for which the person is responsible to another person using the Transfer Resource Owner workflow.

Procedure​

Configure the workflow to transfer responsibilities to person’s manager​

If you want to automatically transfer responsibility for resources to that person’s manager, you can do so by setting the TransferOwnershipToManager parameter on the Transfer Resource Responsibility workflow.

  1. On the navbar, expand Low Code / No Code Workflow and select Low Code Workflows.
  2. Select the Workflow tab and search for Transfer Resource Responsibility.
  3. Click the Display Name link for the workflow.
  4. Expand the Request Workflow Parameters accordion and click the Edit button for TransferOwnershipToManager.
  5. Set the Value to true and click Save.

Transfer responsibilities​

  1. Navigate to the portal for the Resource Admin app in your environment.
  2. In Resource Admin, select People and then select the Workflows tab.
  3. Click Transfer Responsibility.
  4. Search for the person from whom you want to transfer responsibility for resources. Please note that search returns only users who are responsible parties.
  5. Click the record for the person to select it and then click Submit.
  6. Review the resources for which the person is responsible and click Submit.