If an author group or steward group is no longer associated with a value set for a number of reasons such as a personnel change, you will need to transfer that value set from its current author or steward group to a target group. This move must be agreed upon in advance by all current and target group members.

Permission and Rules:

• You must be a member of a value set’s current author group to change the value set assignment to a different author group.
• You must be a member of a value set’s current steward group to change the value set assignment to a different steward group.
• All current and target author/steward group members must agree in advance.
• Multiple selected value sets must belong to the same author group or steward group to perform the transfer of multiple value sets in one action. If you need to transfer value sets that belong to multiple groups, do separate transfers for each group. For example, if you need to transfer steward ownership for two value sets, value set #1 must have steward A, and value set #2 must also have steward A, to transfer both value sets to steward B in the same action.

Use the Change Value Set Ownership function to assign a new author group or steward group to a value set.

1. Authoring Tab → My Value Sets → Select the checkbox next to your value set(s) you need to transfer → Change Value Set Ownership
2. A Change Value Set Ownership dialog box will appear. Select whether you want to change the author group or steward group. In this example, we will change the steward group.
3. In the drop-down menu, select the target steward group to which you want to assign value set(s).
4. Click the Change Ownership button.
   
5. A confirmation message appears.
   
6. My Value Sets should now display your new steward group assignment for your selected value set(s). If you do not see your expected changes, click the Refresh link at the top of the table.

Last Reviewed: April 19, 2022