Can there ever be checklists allocated to inactive assignments in the UI? — Cloud Customer Connect
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Can there ever be checklists allocated to inactive assignments in the UI?

edited Mar 27, 2023 5:49AM in Journeys 2 comments

Summary:

What happens to open allocations after an employee becomes inactive?

Content (required):

Hi All,

We are aware that when contextual checklists are allocated out to users in the system - it is only allocating based on the PERSON and not necessarily their assignment status.

This being said, is it possible for checklists to be allocated out to inactive people in the UI?

Example:

  1. Employee is allocated a checklist.
  2. Employee never completes the allocated checklist.
  3. Employee leaves company and is now inactive in the system.

What happens to their open, allocated checklist?

Do we have to force complete their checklist for the

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