Air Maestro ideas

Transfer of Risk/File Ownership Role

When V3.4 was released it included a feature that allowed the following:

  • Recency Contacts to be moved or copied from one person or role to another person or role.

  • Personnel to be removed as Recency Contacts from one or more Recency items (even if the person is inactive).

  • Bulk assignment of Recency Items to a person

It would be great to have this functionality available in the Document Library and the Hazard & Risk Register as well.

As of this moment responsibilities can only be assigned on a per-person basis and it is easy to miss something when there is a change of responsibilites or personnel.

  • Mike Thomson
  • Jun 25 2020
  • Future consideration
  • Attach files
  • Rob Daneel commented
    June 25, 2020 14:39

    Suggest that this be expanded to include the following functionality:

    • auto-generation of emails, sent to respective users when roles are transferred;

    • creation of a record of transfers:

      • shows dates and users involved in each transfer instances;

      • filtered by date range, user name, and name of recency/document/hazard/risk.