08 January 2024

How to assign a responsible person

Assign a responsible person to applications. A responsible person is a staff member who has a staff remit of Application processor.

Assign a responsible person as follows:

Edit an application to assign a responsible person

Assign a responsible person on an application as follows:

  1. On the application, select Edit record, and then select the category Application and "" Application.

  2. In the Application status section, enter the Responsible person.

Use application queries to assign a responsible person

Use application queries to assign a responsible person as follows:

  1. On Applications queries, define the filters to find the required applications.

  2. Choose the applications that you want to assign a responsible person: select "" applications.

    Attention You must have permission to edit applications at the desks of all the selected applications. Otherwise, the action Assign responsible person is not available.
  3. Choose a responsible person: select Actions > and thenAssign responsible person.

    Assign responsible person
    Application queries showing results with the option to assign responsible person in the actions menu button sub menu
  4. Search for a responsible person and then select Assign to applications.