Reassigning the Proactive Reviewer

If a Proactive Reviewer leaves the organization or you would like to reassign the documents to another individual, you can do the following:

1. Using the User Search function, select the user you would like to reassign the documents to.
2. Click the Proactive Reviewer tab and then click the Edit button.
3. Click the Search Items button within the relationship grid.
4. Select the Proactive Reviewer/Document Owner in the Field drop-down list and click the Do Search button. You can also type the individual name.
5. Select the user who currently is the Proactive Reviewer from the list.

A list of documents displays.

6. You can Select All or individually select the documents you would like to reassign.
7. Click OK, then the Save button to reassign the document to the selected user.