Mass Transfer Contract Tasks
  • 29 Jan 2024
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Mass Transfer Contract Tasks

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Article summary

Mass Transfer Contract Tasks 

Mass Transfer Contract Tasks by Employee

Contract Insight supports the ability to mass transfer contract tasks from one employee to another based on employee.

1. Log in as an application administrator.
2. From the Manage/Setup top navigation menu item, select Account Maintenance.

 The Contract Insight Main Menu. Account Maintenance is highlighted.

3. Click Transfer Tasks on the side menu.

The Transfers Side Menu of the Application Maintenance Page. Transfer Tasks is highlighted.
Transfer Contract Tasks by Employee

1. Using the From drop down menu, select the employee from whom you would like to transfer tasks.

2. Using the TO drop down menu, select the employee to whom you would like to transfer tasks.

3. Verify that the correct employees have been selected.

4. Click Process Transfer.

The Mass Transfer Contract Tasks screen, focusing on Option 1: Transfer Contract Tasks by employee. The Process Transfer button is highlighted.

Please NOTE: this process CANNOT be undone or reversed.

Transfer Contract Tasks Based on Field Value

1. Using the Based on drop down menu, select the field name that you would like to transfer tasks.

2. Using the where equals drop down menu, select the field value that you would like to transfer tasks.

3. Using the TO drop down menu, select the employee to whom you would like to transfer tasks.

4.Verify that the correct field name, field value, and employee have been selected.

5. Click Process Transfer.

The Mass Transfer Contract Tasks screen, focusing on Option 2: Mass transfer contract tasks to employee based on field values. The Process Transfer button is highlighted.

Please NOTE: this process CANNOT be undone or reversed.


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