Prerequisites

• Access to the Management > Task transfer > Position (AD040) menu.
• Previously created position.

Introduction

The Management > Task transfer > Position (AD040) menu allows tasks to be transferred from one given position to another, ensuring that the tasks are executed by users with a suitable role.

Follow the steps below to learn how to quickly transfer tasks:

Transferring tasks between positions

1. Access the Management > Task transfer > Position (AD040) menu.

2. In the Position search filters field, select the position whose tasks you wish to transfer.

3. In the Component search filters field, expand the list of options and check the components, with the license, in which the tasks were generated.

4. Click on the SEARCH button so that the tasks are presented according to the applied filters.

5. Check the tasks you wish to transfer.

6. In the To column of each checked record, select the position to which the task will be transferred.

7. Click on the button from the top toolbar to execute the transfer.

Conclusion

After the execution, the tasks will be transferred to the new positions.

Using this feature increases operational flexibility and contributes to a more collaborative and adaptable work environment.