# In App Report Ownership Transfer

Enable radiologists to take over reports owned by other users directly within the application, streamlining multi-author workflows and reducing delays when reassigning work.

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This feature must be enabled by your administrator under **Multi Author** settings. The feature is currently in **BETA**.
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## What Is In-App Report Ownership Transfer?

In-App Report Ownership Transfer allows users to take over reports that are currently assigned to other radiologists. This is particularly useful in scenarios where:

* A radiologist is unavailable to complete a report
* Shift handoffs require reassigning work
* Urgent cases need immediate attention from an available radiologist
* Workload balancing requires redistributing reports

When disabled, users attempting to open a report owned by someone else will see "This report is not assigned to you" and cannot proceed.

## How It Works

### Administrator Configuration

Administrators configure this feature under **Organization Settings > Multi Author**. There are three configuration states:

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#### Disabled

When ownership transfer is disabled, users cannot take over reports from other users. They will see a message indicating the report is not assigned to them.
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#### Enabled with Confirmation Required

When enabled with confirmation, users can take over reports but must choose how to handle any unsaved changes from the previous owner before proceeding.
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#### Enabled with Automatic Action

When enabled without confirmation, the system automatically applies a pre-configured action (save or discard changes) when a user takes over a report.
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### User Experience: Taking Over a Report

When you attempt to open a report owned by another user:

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#### Notification

You'll see a notification that the report is currently assigned to another user, along with a **Take Over** button (if the feature is enabled).
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#### Decision Point (If Confirmation Required)

If the report is being actively drafted and confirmation is required, you'll be presented with two options:

* **Save the previous owner's changes** - Preserves all unsaved work
* **Discard the previous owner's changes** - Reverts to the last saved state
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#### Takeover Complete

Once the takeover is complete, you become the report owner and can continue editing. You'll see a notification confirming the takeover and which action was applied to the previous owner's changes.
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## Configuration Options

### Allow Ownership Transfer

The main toggle that enables or disables the entire feature.

| Setting      | Behavior                                                                                         |
| ------------ | ------------------------------------------------------------------------------------------------ |
| **Enabled**  | Users can take over reports owned by others. Configure behavior for reports being drafted below. |
| **Disabled** | Users see "This report is not assigned to you" and cannot take over reports owned by others.     |

### Require Confirmation Before Takeover

Controls whether users must manually choose what happens to unsaved changes when taking over a report that's being drafted.

| Setting      | Behavior                                                             |
| ------------ | -------------------------------------------------------------------- |
| **Enabled**  | Users choose whether to save or discard the previous owner's changes |
| **Disabled** | The system automatically applies the configured action (see below)   |

### Automatic Takeover Action

When confirmation is not required, this setting determines what happens to the previous owner's unsaved changes:

| Option                                   | Description                                                                      |
| ---------------------------------------- | -------------------------------------------------------------------------------- |
| **Save the previous owner's changes**    | Preserves all unsaved work from the previous owner before transferring ownership |
| **Discard the previous owner's changes** | Reverts the report to its last saved state, discarding any unsaved edits         |

### Cascaded Setting

When the **Cascaded** checkbox is enabled, sub-organizations inherit this setting from the parent organization. Sub-organizations cannot override cascaded settings.

## Settings Overview

## Common Scenarios

### Scenario: Shift Handoff

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#### End of Shift

Dr. Smith has an incomplete report when her shift ends.
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#### Handoff

Dr. Jones starts his shift and needs to complete the report.
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#### Take Over

Dr. Jones opens the report and clicks **Take Over**, choosing to save Dr. Smith's changes.
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#### Continue Work

Dr. Jones continues where Dr. Smith left off, with all her work preserved.
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### Scenario: Urgent Case Reassignment

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#### Urgent Finding

A critical finding is discovered in a report currently assigned to an unavailable radiologist.
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#### Immediate Action

An available radiologist opens the report and takes over ownership.
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#### Complete and Sign

The available radiologist completes the report and signs it immediately.
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### Scenario: Automatic Takeover (No Confirmation)

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#### Configuration

Administrator has configured automatic takeover with "Save the previous owner's changes."
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#### One-Click Takeover

User clicks **Take Over** and immediately becomes the report owner.
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#### Notification

A toast notification confirms the takeover and indicates that changes were saved.
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## Limitations and Constraints

### When Takeover Is Not Available

In-App Report Ownership Transfer does **not** apply when:

* The feature is disabled by your administrator
* You are already the report owner
* The report is in a state that doesn't allow ownership changes (e.g., scheduled for publication)

### What Happens to the Previous Owner

When a report is taken over:

* The previous owner loses access to edit the report
* The previous owner's unsaved changes are either saved or discarded based on configuration

## Frequently Asked Questions

<details>

<summary>Can I take back a report that was taken from me?</summary>

Yes, if ownership transfer is enabled, you can take over the report again using the same process. However, coordinate with your team to avoid conflicts.

</details>

<details>

<summary>What happens to my changes if someone takes over my report?</summary>

Depending on your organization's configuration, your changes will either be saved or discarded. You'll want to check with your administrator to understand how your organization has configured this setting.

</details>

<details>

<summary>Can I prevent others from taking over my reports?</summary>

No, if the feature is enabled organization-wide, any user with appropriate permissions can take over reports. Complete and sign reports promptly to maintain ownership.

</details>

<details>

<summary>Does takeover work with linked reports?</summary>

Ownership transfer applies to individual reports. Each linked report must be taken over separately if needed.

</details>

<details>

<summary>Is there a notification when someone takes over my report?</summary>

Yes, if you have the report open when someone takes it over, you will see a warning message ("Report ownership changed externally") and be redirected away from the report. However, there is no email or push notification if you don't have the report open at the time of takeover.

</details>

<details>

<summary>Can administrators see a history of ownership transfers?</summary>

Ownership transfers are logged in the report event history and can be reviewed for audit purposes.

</details>

## Tips and Best Practices

### For Administrators

* **Choose confirmation wisely**: Enable confirmation if preserving work is critical; disable it for faster workflows
* **Communicate changes**: Inform your team when enabling or modifying ownership transfer settings
* **Consider workflows**: Match the automatic action setting to your organization's typical workflow needs

### For Radiologists

* **Coordinate handoffs**: Communicate with colleagues when taking over their reports
* **Review before continuing**: After takeover, review existing content before making changes
* **Complete promptly**: Finish reports in a timely manner to minimize the need for transfers

***

*This feature is currently in BETA. Please report any issues to your administrator or contact support.*
