Overview

In ShareDo, the hierarchy of work items plays a crucial role as it influences several vital aspects, including:

• The synchronisation of participant roles
• Calculation of fees
• How documents are stored
• and the enforcement of security protocols, among other elements. 

ShareDo's Reparent a work item feature considers these factors and ensures that re-parenting does not result in an inconsistent state.

The primary use case for re-parenting involves moving a Matter to a different Statement of Work (SoW).

Permissions

Access to the reparent function is only available to authenticated users with the Admin permission. The ability to re-parent to a target is subject to the authenticated user having:

• Update permissions on the work item
• Read permissions on the parent 

Reparent Work Item Menu Command

The Reparent Work Item command is available to system administrators, in the Matter > Work item ribbon > More > Administration menu by default but can also be added to other ribbons or menus in the standard way.

The command opens a blade to enable the current work item to have its parent changed.

The Reparent Work Item Blade

The blade allows you to search for a target parent to reparent the current work item. Once the target is selected, validation is run in the background and warnings or critical errors are shown. If nothing prevents the reparenting, click the Reparent button in the menu ribbon to continue.

Advanced Search

Advanced search for the target parent is available by clicking the magnifier button at the Target parent box. Enter your search criteria and click Search to find results. Then click the desired new parent.

Validation

Various validation errors or warnings may be shown. If the chosen parent is invalid for the current work type, the Reparent button will not be available.

Validation message	Description
	Validation fails if there is no valid parent-child relationship to the selected parent.
	A warning is displayed if roles/permissions differ between current and future parent work types.
	This validation message is shown if the child type is configured to store documents in the parent repository. Validation searches for links between the parent and child, so flags, for example, if a document expectation on a child is satisfied by a document added to the parent's repository.
	Fee structure warnings may also be shown and the configuration for these structures should be checked in the system before reparenting the work item.
	If the proposed reparenting invalidates calculated fields, a warning will be shown. It is recommended you review and repair the listed fields.

You may encounter other issues like problems with key dates or time categories that use business rules that reference the original parent type. All these references need to be considered before reparenting a work item.

The cause of these validation messages should be dealt with before clicking the Reparent button. Use the Revalidate button after dealing with the warnings to check that everything is fine before reparenting.

What happens in the system when reparenting?

• The work item, its descendants, and ancestors are all reindexed.
• The original parent item gains a relationship type of related, and a comment is added to that relationship to describe that it has been reparented.
• An audit and a chronology event are created.

Review

This article warned you of the complexity of parenting a work type and showed you how to do it.