Switch User

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Switch User

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To transfer a case to another user within  the curent  case stage, cllick the “Switch user” button.

 

switchuserbutton

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”.

 

erNavigator User Manual_img297

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.