Transferring Cases

At times, you may need to transfer your case to a different case manager. When you do, the recipient must have the required privileges to handle the case, otherwise there may be different results when the case is viewed after a transfer. That is, the recipient must have access to the locations and custodians specified in the case to be transferred.

NOTE
To ensure a successful transfer, consult your IPRO administrator to adjust case management rights before transferring cases.

How to Transfer Cases

  • In the Case Management dashboard, select a case, and click Transfer Case.
  • The Transfer Ownership dialog box displays.
  • A list of case managers is displayed.
  • Select the case manager and click OK.
  • One of the following happens:
    • If the case manager you selected has compatible access privileges, the case is successfully transferred.
    • If the case manager does not have the correct privileges, you are prompted to select a different case manager. For example, in the following illustration, the selected case manager is missing access to locations and custodians.
    • NOTE
      If needed, contact your IPRO administrator to adjust privileges and try transferring the case again.