Action – Transfer Caseload Fields
Complete the following fields when performing the Transfer Caseload action in List Manager.
Transfer Caseload Fields
| Field Name | Field Description |
|---|---|
| Date Assigned | Enter the date when the transfer was assigned. |
| Transfer From | Click  to select the officers from which to transfer cases. The selected officer or officer's current and administrative cases are
transferred to the new officer.
|
| Transfer To | From the drop-down list, select the officer to whom the cases are transferred. |
| Override Caseload Configuration | Select this check box to ignore the officer's supervision level configuration when reassigning caseloads. |
| Transfer Contacts | Select this check box to transfer contacts to the new officer. Only contacts scheduled or unscheduled after the date assigned are transferred. |
| List Name | Type a name for the list generated. The list can be retrieved at a later time for use with List Manager. |