How do I Reassign An Action
Populate the Actions List
1: Select Date Range.
2: If required, select the type of Action from the drop down list.
3: If required, select the Introducer from the drop down list.
4: If required, select the User from the drop down list.
5: The Actions that fit the selected criteria will be displayed in the list.
Select 1 Item to Reassign.
1: Click on the Action to Reassign and it will be highlighted in Orange.
or select several Actions to Reassign
1: Click the first Action, then holding down the CTRL key, click other Actions that require Reassigning.
2: Actions clicked will highlight in yellow, the last Action clicked will highlight in orange.
or select a block to Reassign
1: Click the First item in the Block to be Reassigned.
2: Holding down the SHIFT key, click the last item in the block to Reassign. The Block will be highlighted in yellow, the last Action selected will be highlighted in orange.
Open the Reassign Actions window
1: Click General from the Menu.
2: Click Reassign Actions from the drop down list - The Reassign Actions window will open.
Select who to Assign the Action to
1: Select the User to Assign the Action or Actions to from the drop down list.
Set the Date for the Reassign Action to happen
1: If the Reassign Action is to happen immediately, leave the check box unticked.
or tick the box and
2: Type a date for the Action to be Reassigned. If required, select a date from the pop out calendar.
3: Click OK - the Actions will be Reassigned.
0 Comments
Add your comment