In eAppTrack, records almost always have owners. There are, however, times when you need to change the owner of the record. The most common need for doing this is when a User has been inactivated. You will want to reassign the records assigned to them before you inactivate the User. This guide will help you Reassign Records.
To Reassign a Record:
- Go to the records that you'll be reassigning by selecting the correct module and view. It may be helpful to create a view with only those records.
- Check the boxes next to the desired records. You may also check the select all box to select all the records.
- Click the arrow in the drop down box and click "Reassign Record Owner. This will bring up a new window. Select the new users with the "New Value," drop down menu.
- Click Save to save this change.
- You may see some check boxes underneath the heading "Update these related records." This will also reassign anything that is related to the records you are reassigning.