Did you already change the employee’s manager in users>edit>team members? If not, try that If yes, you might have to reassign the checklist for them to redo. It should route to the new manager if updated there.
Did you already change the employee’s manager in users>edit>team members? If not, try that If yes, you might have to reassign the checklist for them to redo. It should route to the new manager if updated there.
Yes, their manager has already been updated in the system. The observation checklists don’t seem to route automatically once they’re submitted by the employee.
We were testing OCs and I had a spare rejected one sitting on my dash from my real manager. So, I went in and changed my manager to my dummy profile. Under my main account, I resubmitted the previously rejected checklist, then switched to my dummy profile (now the manager of my main acct). The OC showed up on my dummy account’s dash. Seems like if you reassign the OC to the employee and they complete it again, it will only now be routed to the new manager.
I hope that makes sense. Now obviously that’s inconvenient, to have to reassign OCs to people who have already done them. You could always impersonate them and do it yourself too, I guess.
While that work around does accomplish what I’m trying to do, it’s not convenient and doesn’t help in cases where multiple employees are affected. It will have to do for now - but I’m definitely heading over to Ideas to suggest a better fix.
