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Why can't tasks be assigned to a resource using the Resource Change Batch?

A warning message is displayed at the top of the screen if any of the records contained within the batch is processed with errors. When a checklist task is assigned to a new resource that does not ha

Updated over 2 weeks ago

A warning message is displayed at the top of the screen if any of the records contained within the batch is processed with errors.

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When a checklist task is assigned to a new resource that does not have an assigned role that the checklist task requires, an error is provided in the Error Message column of the Batch Results grid.

  • Click on the Checklist Task Template Name to view the Checklist Task details. Check the role or roles defined in the Allowed Resources section.

  • Click on the Target Resource Name to view the resource details. Check the Role Association section.

  • To resolve the issue, amend the new resource's Role Association section and run a new Resource Change Batch.

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