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Transfer

You can reassign an incident that has been outstanding for too long, demands an immediate response, or should be handled by another technician. When you transfer an incident, 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 an incident to another technician:

  1. Select the incident from the Incident List page on the Service Desk tab.

    The Incident Detail page displays.

  2. Select Activities, Transfer on the menu bar.

    The Transfer Incident page displays.

  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 incident is transferred, and the activity is recorded on the Activities tab on the Incident Detail page.