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Hello, does anyone know if you can transfer a large number of incidents from one handler to a new hander rather than going into each record and changing it? I have 1,173 records that need moving over. Thank you.
I'll escalate this as a ticket for you Julie and one of the team will be in touch to guide you on how to do, or do the export/import for you :)
Thanks!
Thank you so much Andrew for coming back to me. It sounds a simple logical process but I think I will need to be shown first how to do one as I don't want to mess anything up.
Hi Julie!
Quick answer is yes. It's largely a simple process, it's essentially an export of all the incidents you want to change to a CSV, you update all of the handler cells to the new user, then import again. It'll need to be done for the form/questionnaire and for the related object.
So it can be done efficiently, but you will need to raise this with your consultant if you are unsure how to do this yoruself.
Thanks!
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