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Changing the Assessment Owner
Changing the Assessment Owner

A guide on how you can change the assessment owner

Beth avatar
Written by Beth
Updated over 4 years ago

The owner of an assessment can be changed if it needs to be reassigned. This can be done by the following users:

1: Users with Super User role.

2: Current Owner of the Assessment.

You can change the assessment owner in Section 9 of the Assessment Wizard right before you publish it. The system will automatically select your name as the assessment owner when you create, edit or review the assessment:

Please note: This drop-down menu is only available to Super Users or the current owner of the assessment. The list of users is made up of everyone, excepting those with the Viewer system role.

You can, however, select anyone else in the list by searching the drop-down menu using the mouse wheel, or by typing, and then clicking their name:

If you're reviewing and publishing an assessment for someone without the proper permissions, you should include their name as the assessment owner. 

This will stop you from receiving their email notifications when the assessment requires review. Instead, the assessment owner will receive them, make any amendments to the assessment, where necessary, and then request a republish from you.

Alternatively, when viewing the assessment table, you can change an assessment owner by clicking on 'Actions' on the relevant assessment record, and then 'Change Assessment Owner':

This can also be done in bulk (Super Users Only) by selecting the assessments you wish to change using the tick box and then clicking on 'Tools' and 'Change Assessment Owner'

The History Tab

The history tab will show information on assessment owner changes immediately after they're made.

This includes when an assessment owner is chosen via the Actions drop-down menu in the assessments table, and in Section 9 of the Assessment Wizard when publishing your assessment.

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