Reassign Manager or Coordinator
This functionality allows users with the correct security permissions to reassign managers and coordinators assigned to clients from the search screen.
The manager/coordinator who is being assigned to the client must already be in the system and assigned the position of manager/coordinator.
| 1. | Click Reassign Manager/Coordinator. |
| 2. | Chose the method of reassigning. |
| A. | By Client: Reassign for a single client. |
| B. | By Manager/Coordinator: Reassign all clients under the same manager or coordinator. This may be useful if a manager coordinator takes vacation time and is unavailable for an undetermined amount of time. |
| C. | By Zip Code: Reassign all clients with both the same zip code and manager/coordinator. Selecting by region may be useful if a new manager or coordinator is hired and the current coordinator/manager's assigned area will be split between the two. |
| D. | By County: Reassign all clients with both the same County and manager/coordinator. This may be useful for the same reason as in item (C). |
| 3. | Select what will be Reassigned: |
Select the zip code from the Select Zip, the current manager from the Select Current Manager and the new manager from the Change Manager To dropdown fields.
| 4. | Click Save. |
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