How to make sure active tasks of inactive users are addressed

[sath]

Hi,

When the profile of 'assigned to' of any task becomes inactive like change requests, change tasks, VITs, pending approvals, owned knowledge, active delegations, etc. Basically, if that person had any active tasks or ownership in the platform, how do we make sure that they were addressed? 

I have written a logic to make assigned to empty on active tasks if user has become inactive. But how do we take care of knowledge articles, delegations and pending approvals?

[Hemanth M1]

Hi @sath ,

1)Why don't you notify inactive user manager (Have a Logic to notify his/her manager to get a backup)

Once you get it

2)For Approvals - Need to replace Approver or Have delegation (so that delegation can take action on the approvals)

3)Delegation(If inactive user has any delegation) - Delete/Update End date

4)KB Article/Knowledge base -Update Author or owner using background script/retrigger the KB processs

[sath]

Thank you Hemanth. For Approvals, do we need to notify delegation to take action? And for KB articles, what does it mean to retrigger KB processes? Can we trigger a notification to appropriate team to update owner/author on KB in case the previous one becomes inactive?

[Hemanth M1 · Accepted solution]

Hi @sath 

1)yes for approvals notify delegation, check any hardcoded logic if inactive user is being set as approver to avoid issues in future

2)For KB  : Notify appropriate team to update the Knowledge workflows/flows(Publish/retire) to update owner

I think existing pubslied articles are fine since they are reviewed and published, when they retire it picks up the new workflow.

Hope this helps!!!