TABLE OF CONTENTS

When to Re-assign Action Tasks

If a staff member leaves your Organisation, goes on leave or for any other reason needs to have their tasks assigned to someone else,  you will want to re-assign the Action Tasks allocated to that Chintaro user to another Chintaro user.

Re-assigning Action Notes to another Chintaro User

From the Home Screen> Clients> Client Notes. This will open the Manage Client Notes screen. Filter the  column to the Chintaro User you will transfer the Action Notes from, by deselecting All and selecting their Chintaro username:



Select the Chintaro user you want to reassign the Action Notes to, from the Action By drop down list:

Once you have filtered the screen and selected the Chintaro user who will take responsibility for the Action Notes, click Re-Assign Officer:


Chintaro will warn you that you are about to update the Client Notes; press Yes to Update, or No to Cancel.

Clicking Yes will reassign the Action Notes to the selected Chintaro user, where they will be able to view the Action Notes assigned to them on the Control Panel of their Home Screen:

 

Click here to view next Solution: Transferring Notes to another Client