Overview
This article will show you how to change who a request or multiple requests are assigned to.
Important Notes
- Owners/Managers who are reassigning a request to an internal personnel member should be sure to Acknowledge the request before assignment.
- Internal personnel may easily reassign the request back to the Owner/Manager when the work is completed and/or if it Needs Review. When the Owner/Manager receives this notification, the request can then be reassigned back to the internal personnel (if more work is needed), or Closed if the request has been resolved.
Instructions
- Navigate to the Requests tab
- Check the requests you wish to modify
- Click Assign at the top
- Select the assignee from the drop-down
- Choose to send a Public or Internal Notification
- Click Update
- An email will be sent out with re-assignment.request, and the request will be reassigned
Comments
Let us know what was helpful or not helpful about the article.0 comments
Please sign in to leave a comment.