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Reassign Links to Another Reviewer

You can re-route to another reviewer links that CA RCM assigned to you or your subordinates. CA RCM places these reassigned links in the inbox of the new reviewer. CA RCM also updates the task tree in the inbox of the campaign owner to reflect the new distribution of tasks.

To reassign links to another reviewer

  1. In your Inbox, click on a certification ticket.

    Note: If you are a campaign administrator or a manager, click on a child in the campaign tree to reassign links for a subordinate reviewer.

    The Certification Summary screen of the ticket appears. The upper General Information pane shows your progress in your review tasks. The Certify pane lists high-level groups of your certification tasks. The tasks are grouped by entity.

  2. Click Certify beside a group.

    The My certification tasks screen appears. Tables show similar types of links that are linked to one entity. The Default Assignee field below each column indicates the default target for reassigned links.

  3. (Optional) Click the Default Assignee field to select another user as the default target for the table.
  4. Click the Reassign icon beside links you want to send to another reviewer.

    The Reassign column shows the target user for each link.

    Note: If group selection is enabled for the campaign, click the checkbox in the Reassign column reassign all links in a table.

  5. (Optional) Click the target user of an individual link to reassign the link to another user.
  6. Click Save.

    The links are reassigned. The Certification Summary screen indicates your progress.