Managing responsible person
In Worknice, every paperwork item has a responsible person, the person accountable for managing that paperwork. If you need to change who is responsible, you can do so directly from the All paperwork page or from the individual record itself.
Before You Get Started
You must be an admin to change responsibility for paperwork items.
You can only set one responsible person per paperwork item.
Who is a responsible person?
The responsible person is the individual accountable for a specific item of paperwork. This person will:
Receive notifications about the paperwork
By assigning the correct responsible person, you ensure accountability and clear ownership for every document, certificate, or form in Worknice.
By default, the responsible person is the Account Owner who creates the paperwork
Changing Responsibility
Go to the Paperwork page from the left-hand menu.
Find the All paperwork page
Locate the paperwork items currently assigned to the target responsible person.
Select the checkbox next to each paperwork item you want to update.
You can select one or multiple items at once.
Use the floating action menu to bulk update the responsible person.
Choose the new responsible person from the list.
Save your changes.
Search for the current responsible person to filter out unnecessary paperwork
What Happens Next?
The new responsible person will now appear against the paperwork item(s).
If notifications are enabled, they will receive future updates about the paperwork.
The change is logged so you always have an accurate record of who is responsible.
You're All Done!
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.