Delete/Deactivate User Step 3 Workflows

From the Admin Menu, click Maintain Users.  Highlight a user and click on the Delete/Deactivate Button.  Clicking Next will take you to this screen.

Overview

The deactivated user's name will stay on completed workflows.  But uncompleted workflows must be reassigned to a different user.

This screen shows you a breakdown of the workflows and makes that reassignment easy.

DeleteWizardStep3bWorkflows

Transfer Active & Pending Workflows

Use the drop down list to choose a name of a different user.  Only one name can be chosen for the mass transfer.  If you want to transfer the workflows to multiple names, you should choose the user who will receive most of the new assignments.  For the other user(s), you will need to reassign the workflows manually.

Master Workflows

Master workflows are reassigned to the name chosen in the drop down list above.

See Also