A follow up form can be reassigned to another user at the applicant's organization if needed. The intended assignee needs to be set up with active logon credentials before they can be reassigned to the form. Add New User to Existing Organization provides information on adding a new user.
- Navigate to the Request Summary Page for the request.
- Click the Follow Ups tab.
- Click Edit Follow Ups.
- Check the box next to the follow up that will be reassigned.
- Select the user who needs to be assigned to the form.
- Click Update Selected Follow Ups.
If the To Applicant (when Assigned) automatic email was configured for this follow up form in the process, that email will be sent to the new assignee. If that automatic email was not configured, it is recommended to email the new assignee that the form is available on their dashboard.