The transfer function allows you to move a case to another user or another workbasket. Possible scenarios include - needing a TL to reclassify a document, needing someone else to despatch your cases, or needing to transfer the case to yourself as it is an attachment for a case that you are already processing.
How to use the Transfer action
Add a Case Collaboration note to explain why the case is being transferred then click Post to submit the message.
Click Transfer in the Actions menu.
On the Transfer screen, choose "Operator" (to pick a particular person e.g. a TL) or "Workbasket" (to pick a workbasket e.g. TP/DW) and then select the specific destination.
Then select the appropriate Transfer Reason from the dropdown list. Possible reasons are:
Reclassification
Redirect
Other (If "Other" then you will need to type in a Transfer reason that describes why you are transferring the case.)
Click Submit.
The case will disappear from your My Assignments and into the relevant workbasket or other user's My Assignments.
If you are referring a case, use the Refer action instead.
For DDS cases, there is not a option to transfer a case to a workbasket. You can only transfer cases to an individual user/Operator.
The information on this page relates to the LRS CMS For guidance relating to the original CMS platform, see CMS Quick Reference.