Transferring Ownership

You can transfer a change order, change action, or change request that you own to another user.

  • Change orders can be transferred any time before the Draft, Evaluate (formal policy), or Evaluation Review state (formal policy).
  • Change actions can be transferred only in the Draft or In Work states.
  • Change requests can be transferred only in either the Draft or Evaluate state.

When transferring a CO or CA, the new owner must be in the same collaborative space and organization as the current owner (this is enforced when searching for the owner. However, a Leader in a descendant organization can also transfer ownership. For more information, see Predefined Queries).

See Also
Change Order Properties Page
Change Action Properties Page
Change Request Properties Page
  1. From the page toolbar of the change object or specification Properties page, click Transfer Ownership.

    Field Description
    New Owner Click to search for and select the new owner. Only users with the Change Coordinator role are shown in the search results.
    Transfer Reason Explain the reason for the transfer.

  2. Click Done.

The selected user becomes the owner and receives notification of the transfer.