Click "Advanced Options" to launch the Advanced Search option.

Click the dropdown "search item" and select the name of the user you want to see that may have items assigned to themselves.

Scroll down and select the time frame to view from

Choosing "in the last week" is a good place to start

The results will be shown for that user. If you want to unassign a transaction from the user, select the transaction and then select the "Actions" button

Click " Save Assignments". Repeat steps 9-11 for for all transactions that you need to unassign from the user

This guide provides a step-by-step approach to effectively utilize advanced search feature to see what items are assigned to a specific user. This could be helpful if a user is out of the office and documents may be assigned to this user that need attention ASAP.

How to View Assigned Items Using Advanced Search