<< Click to Display Table of Contents >> Switch User |
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To transfer a case to another user within the curent case stage, cllick the “Switch user” button.
Figure 275 - Switch User button
Select the name from the coordinator drop down list. A Message to the new user can be added which will appear in an email notification sent to that user. The message is not a mandatory requirement.
When complete click on “Save New Coordinator”, then click on “Close”.
Figure 276 - Switch User
•Note that on the case Audit Trail an asterisk will be placed next to the “Action” to indicate if there is a Comment.