Change Orders › Add Activities to a Change Order › Transfer

Transfer

You can reassign a change order that has been outstanding for too long, demands an immediate response, or should be handled by another technician. When you transfer a change order, the new analyst or group is automatically notified, as are any others who should receive notification based on the notification rules established by your system administrator.

To transfer a change order to another technician

1. Select the change order from the Change Order List page on the Scoreboard.

   The Request Detail page appears.

2. Select Activities, Transfer on the menu bar.

   The Transfer Change page appears.

3. Enter a New Assignee and a New Group. You can enter the values directly or click the search icon to search for a contact or group.
4. Change any other activities fields as appropriate.

   See Activities Fields for field descriptions.

5. Click Save.

   The change order is transferred, and the activity is recorded on the Activities tab on the Change Detail page.