How to Reassign Requestor's Items

Path: Admin > User Management > Requestors

Automatic reassignment applies only to edited requestor records. This occurs when you change the Location ID on the Requestors / Identity Tab and click Save on the WebTMA toolbar. You are prompted to choose whether to move all the assigned items to the new location as well.

To transfer the items automatically:

1. Click OK on the Change Item Locations prompt,
2. Select a Technician on the Technician Entry popup (required). If no technician is entered and you save or close the popup, no transfer occurs.

3. Click Save on the Technician Entry popup.

WebTMA does the following:

• edits and changes the Location ID of each item to the new location
• creates transfer records for each item type
• displays the new location in the Location column on the Assigned Items Tab