How to Assign and Save Worklist Assignments
Aiden Bearden
6 steps
19 seconds
Tracecommunication
1
If you are assigning the transaction to yourself and you have the quick button set up. Click Assign. This will assign the transaction to yourself.
2
If assigning to another person. Click Actions.
3
Click "Set Assignments..."
4
Find the person you are looking to assign the transaction to and click Assign.
5
Click "Save Assignment(s)"
6
To Unassign a transaction go back to the set assignments tab and select unassign under current assignments. Then click Save Assignemnts.
How to Assign and Save Worklist Assignments
Aiden Bearden
6 steps
19 seconds
Tracecommunication
1
If you are assigning the transaction to yourself and you have the quick button set up. Click Assign. This will assign the transaction to yourself.
2
If assigning to another person. Click Actions.
3
Click "Set Assignments..."
4
Find the person you are looking to assign the transaction to and click Assign.
5
Click "Save Assignment(s)"
6
To Unassign a transaction go back to the set assignments tab and select unassign under current assignments. Then click Save Assignemnts.
