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Bulk Reassign Activity Roles

To change or reassign activity roles in a process or value stream.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 2 months ago

There are two ways to bulk reassign activity roles. You can reassign activity roles from within a process or value stream or by using the ownership report. Bulk reassign activities are to reassign roles, not stakeholders (owner, author, expert).

Within a Process or Value Stream

As a stakeholder or administrator on a process, you can access the bulk reassign process or value stream roles action in the diagram content menu on the right.

To change the roles assigned to activities within a process or value stream, click on the toggle to activate 'Select' in the diagram content menu and select the activities you want to reassign. Click on the bulk actions button and select Reassign Activity Roles, select the role you want to change the activities to and click Reassign.

Activities, decisions and process links can be selected. However, if a decision with an activity is selected and the activity isn't selected, the decision's role will update but the attached activity's role will remain the same.

Ownership Report

As an administrator, you can select particular processes and bulk change the roles within the process from one role to another. To change the roles assigned to activities in processes and value streams in bulk, open the ownership report in the reports section in the left navigation menu.

Generate the report by adding in all the necessary filters and pressing the generate button.

To bulk reassign activity roles, click on the Bulk Change button and select Reassign Activity Roles. Select the role you want to change and the role you want to reassign to the activity and click Reassign, click yes to confirm the reassigning of the roles.

The activity will now be reassigned to the new role that you selected.

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