Transfer Responsibilities

There are various situations where you may need to transfer resource responsibilities from one person to another, such as when an individual is leaving the company, changing departments, or taking an extended leave of absence. Transferring each object type individually can be inefficient. Instead, you can use the Transfer Resource Owner workflow to efficiently transfer all objects for which the person is responsible to another person.

Set the workflow parameter for a person’s manager

If you want to automatically transfer responsibility for resources to a person’s manager, you can set the TransferOwnershipToManager parameter on the Transfer Resource Responsibility workflow.

1. Expand Low Code/No Code Workflow on the navbar 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.
   
   

   Open

   

4. Expand the Request Workflow Parameters accordion and click the Edit button for TransferOwnershipToManager.
   
   

   Open

   

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. Search for Transfer and then click Transfer Responsibility.
   
   

4. Search for the person from whom you want to transfer responsibility for resources. Please note that the search returns only users who are currently responsible parties for one or more resources.

5. Click the record for the person to select that person, and then click Submit.
   
   

6. Review the resources for which the person is responsible and click Submit.