Can I assign or reassign a confirmation to another department?
Instructions:
Yes. After opening a request, Supervisors and Clerks will see a Reassign option located at the bottom of the Details tab in the Other actions selection menu.
- Select the appropriate department and clerk (individual clerk is optional).
- Choose to save or discard any changes or uploads made to request.
- Add any optional comments.
- Select send.
You can also reassign multiple confirmations at once. From the Pending area:
- Select the desired confirmations and choose the Reassign option from the grid header at the top.
- Select the appropriate department and clerk (individual clerk is optional), then add any comments (optional) and select send.
Rate this article:
|vote=None|
Processing...
(Popularity = 1/100, Rating = 0.0/5)
Related Articles
Why is the confirmation locked to another clerk (New Version of Confirmation)
How do I remove an inactive clerk or supervisor (New Version of Confirmation)
Assigning/Reassigning a Confirmation for Bank Users
Can I assign a confirmation request to myself? (New Version of Confirmation)
view all...
Search Results
Caseware Working Papers | Locking down a file in Caseware Working Papers
Probe | Why do I get a warning about a demo period and my documents are locked when I open my documents?
How do I lock or unlock accounts in the Working Trial Balance?
Why is the confirmation locked to another clerk (New Version of Confirmation)
Probe | What is the cause of my Probe document being locked?
view all...