Work Handover
When a personnel change happened, the work and related permissions can be quickly handed over through the function of work handover.
● All versions can use the work handover function
● Only team administrators in Aim.link can use the work handover function
the entrance of Work handover function
Team settings
● Operation path: Enter [Settings]-[Function Configuration]-[Work Handover]
● For the work handover of authorized personnel, it is recommended to hand over the task among other authorized personnel
● The handover operation log can be viewed
The Process of Work handover
Select the handover personnel
Select the handover project
● Select all or part of the projects for handover
○ Archived projects will not be handed over
○ Terminated and completed tasks will not be handed over
○ If the task is in the "pending confirmation" state, the task Owner will not be changed
○ Select [All Projects], and the default handover setting is giving the permission to participants without project tasks
Select the handover content
● Task role to be handed over（task owner, task checker, task follower, project owner, project administrator, project member）
● file permissions (personnel permissions in the handover file)
○ By default, the original person in the project will be replaced with the docking personnel
Permission handover
● Permission handover refers to the handover of relevant permissions of team management
Function handover
● Function handover refers to the handover of relevant permissions of approvers, template visibility, and reports in Aim.link. Choosing whether to hand over all the function permissions according to actual needs.
● Refreshing and checking the "handover status" to see if the handover is successful
● After the work was successfully handover , the Docking personnel will receive a notification of it
● Click "Operation" to view the details of handover