Transferring a helpdesk issue to someone else

Changing the person currently in charge of a helpdesk issue.

Click the change button

Only the person currently in charge of a helpdesk issue can transfer it to someone else. Click the change button (1) to select a new person to transfer the helpdesk issue to.

Confirm action

Click Yes to proceed.

Select new person in charge

Click the target button (1) on the appropriate line to select the new person. Then click Confirm (2) to proceed.

Change of person in charge confirmed

On the helpdesk issue record, the person in charge will change to the newly selected person.

Event log

Whenever a helpdek issue is passed on to someone else, the event is logged in the events list. Click the Goto button (1) next to the relevant event to view the event.

The event card

The event confirms the helpdek issue transfer (1), the date of transfer (2), who it waws transferred from and to (3) and the records linked to the event (4).

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