WorkReassignments < CF

CF Web>Management>DepartingEmployees>WorkReassignments (2015-09-10, BillInce) (raw view)

---+ Work Reassignments When Staff Leave

Determining who to reassign work to can be challenging
when there's no replacement, or when the replacement ends
up doing somewhat different work.

A further complication is that we prefer to not have unassigned
work items (that aren't on the "wish list").

Leaving them assigned until a replacement staff member is found
can result in a lot of inappropriate email to the departed staff member.

One step that is usually safe, and can be mostly automated,
is to remove the departed member as a "helper" on work items.
A "helper" is someone who's not the lead for the work,
and it's sometimes the case that they're listed simply to receive email updates.

The general approach to this is to use the `st-qlist` command to discover
all open items with the staff member as a helper, 
check and edit the result into a form suitable for the `st-set-field` command
and then use that command to make the change.
That has the advantage that it can be done in bulk,
and it doesn't send email to all the other owners about the change.

E.g. edit the result of
<tt>st-qlist -f +owner,responsible "owner like '_%USERID%'"</tt>
into a form suitable for the `st-set-field` command
and then use that command to make the change, trying it first with
the <tt>-n</tt> option to check what changes will be made.
"responsible" is included in the <tt>st-qlist</tt> output
as it might influence the choice of who the owners are to be.

Topic revision: r3 - 2015-09-10 - BillInce

Information in this area is meant for use by CSCF staff and is not official documentation, but anybody who is interested is welcome to use it if they find it useful.

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