If an Assurance User is going to be leaving the organisation temporarily, they can be Suspended, rather than Retired from Assurance. This is best used when the person does not have ongoing responsibilities, such as an Approver in workflow, or with a Task/Action due date coming up. The user will not be able to access Assurance while they are suspended.
In this article, you will learn about:
Suspending a User in Assurance
Suspending a user can be done by selecting on the orange Suspend button next to the Retire button, under the User's Details tab. A User can then be unsuspended when they return, by selecting the button again, which is now green.
Considerations When Suspending Users
- If the suspended user is part of a workflow, that Form cannot be submitted. The following error will result if this has occurred.
- A Suspended User cannot have their responsibilities reallocated. They must be switched to active while reallocation is taking place. Even if the person who is having their responsibilities reallocated is not a suspended user, if anyone in the workflow is suspended, the responsibility cannot be reallocated until this is resolved.
Other User Management Options
There is another option called Leave Management to manage staff who are going on leave and will return to their responsibilities in due course.
Alternatively, you can reallocate their responsibilities permanently to someone else.
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