Bulk Reassign Staff (Staff Assignments/Caseload Management)

Use this form to transfer staff assignments in bulk from one staff member to another.

About Reassigning Staff Assignments

If you are using the Staff Assignments feature and want to transfer one person’s assignment to another, this form will allow you to do so.

Reassign Staff Assignments

Users with Full Program Access to Maintenance can go to:

Help > About > Maintenance > Reassign Staff Assignments 

  • Select the original staff member from the Transfer Active Assignments Of dropdown.
  • Select the staff member you would like to transfer the assignments to, in the Transfer To dropdown.
  • Click the Transfer Selected button.

 

 

You also have the option to choose None and unassign in bulk to no staff member.

 

If you choose None, you will receive this confirmation message. 

 

More about Staff Assignments

Staff Assignments Advanced Caseload Assignment

Automatic Staff Assignments

Staff Assignments Report

Reassign Staff Assignments

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