How to Reassign an In-Progress Review to a New Owner

If you have the necessary permissions, you can now reassign an in-progress review to a different owner. This ensures that reviews don’t get delayed or stuck, even if the original reviewer is unable to complete it for any reason.

What Permissions Are Needed?

To reassign a review, you must have the Review-Manage permission. If you need assistance with assigning this permission to roles within your organisation, please contact the Ocasta support team.

How to Reassign a Review

1. Go to the Analytics Page on the web.

2. In the Current Activity section, locate the In-Progress report.

3. Select the Review to Reassign:

   • Choose the review you’d like to reassign from the table.

   • For recent reviews, you can select directly from the table, or use the filters to refine your search if needed.

4. Once you've selected the review, it will open in the detailed view. In the top-right corner, click on the Reassign Review button.

   

5. A pop-up window will appear. Type or search for the user you want to reassign the review to. Once you've selected the new owner, click the Reassign button at the top-right of the pop-up.

   

6. The review will be removed from the previous assignee’s In-Progress list and will now appear in the new assignee’s list.

Who Can I Reassign the Review To?

You can reassign a review based on your Review roam permission level:

• Location-Level Access: You can reassign the review to any user within your location. The new assignee must also have permission to complete the review template.

• Regional Roaming Permission: You can reassign the review to anyone within your region. The new assignee must have a role that allows them to complete the review teamplate and access the subject (person or location).

• Roam Everywhere Permission: You can reassign the review to anyone in your organisation. The new assignee must also have a role that permits them to complete the review template and access the subject (person or location).