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    • Archiving User Query
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    Archiving User Query

    • Forum|Forum|1 month ago
      July 31, 2026
    • 2 replies
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    • Anonymous
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    I am interested to know how other organisations archive their users. If a user is showing as having outstanding actions for documents that are in ‘draft’ state, Q-Pulse seems to assume the prior copyholder list, even though the document has not been through the issue process yet so has not had a template assigned. We are unable to remove them from the ‘draft’ documents and when we archive the account the number of ‘draft’ documents where the user is linked to ends up being added to the administration workload. We apply a new template to a reissued documents instead of amending the last (which automatically appears during the issue process) so as long as the leavers are removed from the various template lists, they will slowly phase out.  How are other organisations dealing with this, do you just let the admin outstanding workload increase?

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      Jordi Comas
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      • Jordi Comas
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      • Forum|Forum|1 month ago
        July 31, 2026

      Hi, try with advanced workload and reassign ownership
       

       

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      • Anonymous
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      • Forum|Forum|1 month ago
        July 31, 2026

      Hi Jordi, thanks for your reply.

      We do reassign workloads to other users but it is the documents that are in ‘draft’ status that appear in the users workload where there are no outstanding actions. The same is with assets that have been archived, these can appear in the users workload, but there are no outstanding actions to deal with and can’t be reassigned as the asset has been archived. These just end up being added to the admin workload. 

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