Reassigning a Specific User's Log Entries (CLTX808)

To reassign a specific User's Log Entries, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Users sub-category

Step 5            To reassign log entries for a specific user, click the user within the list

5.1                  Click the Edit option

5.2                  Click on CRM within the User Administration menu

5.3                  Click on the Configuration tab

5.4                  Click on the institution in the list

5.5                  Place a check mark in the Re-Direct Log Entry box

5.6                  Select who will be responsible for the logs assigned to this user:

• • • • • • Officer – a specific officer will be selected to have the logs re-assigned to during this time frame
          • Group – a random officer will be selected from a group of officers to have the log re-assigned to during this time frame in an evenly round robin distribution

5.7                  Designate the Date Range by typing the start and end date in the date boxes or selecting from a calendar box

5.8                  Click the Save button

Article Reference: CLTX808