The Unassign Draft action is available when the invoice is in Assigned status. You can access this action from the Assign to Me Widget or directly within the Paysheet Document tab. This allows you to unassign the draft and make it available for others to claim.
Unassign Draft Action
Reviewing the Unassign Draft Dialog
Below is an overview of the dialog:
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Reassign To
You can either type a participant’s name or select one from the dropdown.- The dropdown also shows the number of tasks currently assigned to each participant.
- Once selected, the draft will be reassigned to that participant.
- If the field is left blank, the draft will return to the Paysheet scoreboard. From there, clicking into the paysheet will display the option to Assign Draft.
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Comments (Optional)
Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
Steps to Unassign the Draft
Steps to Unassign the Draft
- Click the Unassign Draft action.
- In the Reassign To field, select the participant who you want to assign the draft to.
- If you're not sure who to assign it to, leave the field blank. The invoice will returned to the Paysheets Scoreboard.
- Click Unassign Draft to confirm the reassignment.