EEPM1010 - Workflow Management Work Items: Switch User Roles

A User may be assigned up to three roles as follows

• ‘Work WI’ Role
• ‘Work Comp WI’ Role
• Administrator Role

You can switch between roles whilst logged on to the Workflow Management system. For example, if working in a Complex Role you can switch to a Standard Role to work on cases that have not been escalated.

You retain ownership of any Work Item in your personal work list when switching roles, so the Work Item appears on your work list in the new role.

Note:

If you switch roles before closing a ‘current’ Work Item any unsaved work in the current Work Item will be lost, for example, text entered into the Actions Text field, or selections made from the Admin functions that have not been submitted, will be lost.

If you need to switch roles whilst working on a Work Item, you should first close any Work Item that you are currently working on, recording any actions taken.