Background
LogiqcQMS attaches tasks and responsibilities (eg Document owner) to positions, not to the actual user. This means that tasks and responsibilities will follow the position if you re-assign the position to a different user. The exception to this is Training and Licensing tasks. These tasks will 'follow' the user if they are assigned to a new position and they will be automatically cancelled if the user is made inactive.
Answer
- In each register use Filters to find the items assigned to the old position (you can search in the relevant fields by typing the position name).
- Open each item, or use Bulk edit if you have access to the feature, to reassign the tasks or responsibilities to the user with the new position.
- In Admin/Setup lists, disable unused positions if they are no longer required.
Learn more:
- Reassigning tasks - This article describes finding tasks belonging to another position and reassigning them to a new position.
- Reassigning responsibilities - This article describes finding items that a previous user position was responsible for, such as managing documents or contracts and reassigning them.
- Editing a user position - Refer to the section regarding disabling a user position