Transfer Assignment

---

• Assignments can be transferred from one office to another via the Main Grid
• Assignment Transfer from Main Grid
  • Highlight the file to be transferred, by clicking once

• Click the Transfer button on the ribbon at the top of the Main Grid

• The Transfer Assignment box will come up

• Check each box once action has been taken and add notes to the Additional transfer request information box

  (be as detailed as possible, the new office manager will need contact name, number and location)

• Use either of the Office drop downs to choose location of the office assignment to be transferred

• Click Submit

• Pop Up will confirm that the assignment has been transferred
• Click Close

• Assignment will now show as LOCKED on the Main Grid under the Stage column

• Click the Diary button on ribbon to confirm assignment has been transferred