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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

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