Bulk Reassign Case Function - Update Scenarios

Scenario 1: Reassign All Accounts From a Collector to Another

Details

Step 1

From the Tree Menu, search for the Bulk Reassign Case function, and then click once on it.

Step 2

By default, system will open up the screen without any data.

Step 3

Proceed to select an existing Collector at the 'Current Officer' field.

Step 4

Upon lost focus on the 'Current Officer' field, system will display the value at the following fields:-

  • Total No. of Accounts

  • Total Accounts Selected

Step 6

Thereafter, select new Collector at the 'New Collection Officer' field.

Step 7

Lastly, click once on the Save button. Upon confirmation on data saving, system will capture and save all data inputted.

Note: To discard all changes made, click on the Cancel button.