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Handing over a job step

Hand over a job step to the next area of responsibility when the next step is in a different lane.

Here responsibility passes to the next area of responsibility; handing over within your own area of responsibility is described in Passing on responsibility.

Prerequisites

The next job step is in a different area of responsibility (lane) and is marked with an arrow icon.

Context

You select the job step in order to hand it over to an area of responsibility. This is also necessary if you are assigned to the next area of responsibility as well.

How to proceed

  1. To hand over the job step, click the <Job Step> in the job’s checklist.

    The Hand over to ‘<Area of Responsibility>’ dialog appears. It lists the possible responsible persons for the next section.

  2. Select the check box for the entries the job step is to be handed over to.

    The Hand Over button becomes available.

  3. Click Hand Over.

    The job step is handed over to the selected employees as a task.

    The handover is recorded in the job log (<User> has handed over the job to ‘<Area of Responsibility>’).

    The icon of the responsible person or persons is displayed at the job step in the graphical view.

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