Reassign appointments

Administrators can reassign future appointments when a user has left the organization. This allows you to ensure all the appointments are scheduled and attended to by a new user.

To reassign appointments

1. Select the Appointment tab.
2. Select one of the following:
• Assigned To user
• Migrated Assigned To user
3. Select a Type if you want to limit the task type to be reassigned. To update all records, leave this blank.
4. Click Search.
5. Select all the tasks to be reassigned.
6. Select a new Assigned To owner.
7. Click Update Owners, and click Yes to confirm.
8. Click Audit/History to view progress.
9. Click the Log Entry Number to view all updated entries and to download the CSV file of changes.

Validation rules in your database could cause records to fail, and some records may have to be updated manually. View the details of any invalid records in the audit history files.