How to change Job Assignee in bulk

Article ID

ias-12460

Article Name

How to change Job Assignee in bulk

Created Date

13th June 2017

Product

IRIS Practice Management

Problem

How to change Job Assignee in bulk

Resolution

• Open Practice Management | Launch | Job Planning
• Select the service in the top left corner then click on find
• Highlight the clients you wish to change the Job assignee for
• Right click on the selection and select (Job Partner/Manager/Assignee)
• Click OK for the changes to take effect
• This would need to be repeated for each service