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Reassign a Follow Up to Another User

  1. To reassign follow ups, click into the Request Summary page by clicking on the Project Name.
  2. In the Follow Ups tab click Edit Follow Ups.
  3. Select the follow ups to be reassigned and choose the correct contact in the Assign To dropdown menu.
  4. Click Update Selected Follow Ups.
  5. 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.

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How To Assign an Application to a Different User

Make sure the request and the applicant that you want to assign the request to ar

Manually Assign a Follow Up

Go to the applicable Request Summary Click into the Follow Ups tab If other follo