Transferring an assignment
You can transfer an assignment from one user to another. For example, you can transfer an assignment to a team member with more experience or less workload. By reassigning work to other members on your team, you can resolve cases more quickly and effectively.
The Transfer assignment optional action enables users to manually transfer an assignment to another user, a work queue, or team.
- Log in to an end-user portal, for example Web Portal.
- Find and open a case that you want to open.
- In the Tools section, click .
- In the Activities pane of the case, in the Transfer
assignment section, select the new assignee.
For example: You can select User, and then enter the user name, as shown in the following figure. After the transfer, the assignment appears in the worklist of the new assignee. An example case with a new user selected to process the case - Click Transfer.
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