Reassign a Follow Up to Another User
- To reassign follow ups, click into the Request Summary page by clicking on the Project Name.
- In the Follow Ups tab click Edit Follow Ups.
- Select the follow ups to be reassigned and choose the correct contact in the Assign To dropdown menu.
- Click Update Selected Follow Ups.
- If an email is configured in the process manager to be automatically sent when the follow up is assigned, the email will be sent to the new contact.