Transfer a Task / Diary

Note: Only the sender (originator), the recipient or a user with authority limits may transfer a task to another user.

Transfer a Task

Use the following procedure to transfer an open task or diary item:

1. Opposite the task you wish to transfer, place a check mark in the field in the first column on the left.

2. Click Transfer.

3. The Transfer screen has the following options:

Toolbar Options

• Transfer: Transfers the Task / Diary item.

• Close: Exits the Transfer screen.

• View Policy: Opens the policy.

Fields

1. • Client Name, Policy Number, Eff. Date, Exp. Date, Description, Added Date, and Time: Default information; cannot be changed.

   • Transaction Type: Defaults automatically to the Task "type" (e.g., Transfer Pending Task if the policy is "Pending").

   • Transfer to: User and Queue are available. If User is chosen, select the user from the drop down menu.

   • User Category Filter: Select so the number of users to transfer to can be filtered. Currently, filtering options include: Employee, Client, Agency and Guest; can be configurable.

   • Remarks: Optional.

   • Urgent: Optional.

3. Enter data in the necessary fields.

4. Select Transfer.

5. Answer Yes to the question: "Are you sure you want to transfer this task?"