Reassigning Declined and Dormant Engagements

Not every assignment sticks the first time, and that's expected. Two kinds of engagement come back to your queue, and you'll see both in the Client Assignment Team dashlet alongside the new Submitted ones:

• Assignment Declined— a mentor reviewed the engagement you assigned and decided it wasn't the right fit, so they declined it. It returns to you to be matched with someone else.
• Dormant— an engagement that had been under way but has gone inactive, and has come back to your team to be picked up again.

Reassigning is the same process.Handling a returned engagement works just like a new one: review the client's industry and requested areas, look across the CBM Members for a capable mentor — a different one this time — and repeat the Section 3 assignment steps for them: set the Assigned Mentor and Assigned Users, move the Assigned User on the engagement's contacts and the client to the new mentor, and set the status back to Pending Acceptance. The engagement is then offered to the new mentor.

A quick look before you reassign.It's worth a glance at why an engagement came back. For a declined one, the records and the client's needs haven't changed — you're simply finding a better-matched mentor. For a dormant one, check the engagement's history — its Sessions and notes — so the next mentor knows where things stand before they accept.