• The Responsibilities Transfer Report provides a simple solution for transferring responsibility from one staff member to another.
• This report is available from the Users Page and should be launched with two (2) Users selected.
• This report supports a singular "From" User and a singular "To" User. You can't divide responsibility among multiple Users.
• Certain responsibilities are static and can't be configured through a parameter but are still affected when the report is finalized.
• Once finalized, this report removes rights from the departing User - either by transfer or removal. Consider the appropriate timing for running this report as the departing User will no longer have rights to most areas of the Platform and the receiving User will immediately assume these rights.

Inside the Report

Running this report will present the authenticated User with a list of all affected records/fields.

1. Configurable Responsibilities

Set parameters to appropriate values paying special attention to which actions are taken when parameters are set to No. If parameters are updated, choose View Report to include changes.

2. Static Responsibilities

The report also handles several scenarios which can't be configured. When present, these actions are always executed. If an action is unwanted, close the report and make manual changes in the appropriate area of the Platform before finalizing the report.

3. Finalize (Optional)

After configuring and reviewing all affected responsibilities, choose Remove/Transfer Rights & Records to finalize the report. If using the report for informational purposes, close the report.