Transferring an Equipment Service Request

If you want to change the ownership of an Equipment Service Request (ESR) or send it to another user, you can transfer the ESR. When the ESR is in Create state, you can transfer it to any user other than Complaint Investigator. When the ESR is in In Process state, you can transfer it to a Quality Manager or Complaint Investigator.

Before you begin:
See Also
Invalidating an Equipment Service Request
Converting Equipment Service Requests
  1. From the Equipment Service Request Power View page, in the Properties tab toolbar, select Actions > Transfer Ownership.

    You can also select the required ESR from the Equipment Service Requests List page and select Actions > Transfer Ownership.

    The Transfer Ownership page appears.
  2. Perform any one of the following actions.
    • Type the name of the person in the New Owner box and select a person from the list that appears.
    • Click displayed next to the New Owner box, and from the Search Results page that appears, select a person and click Submit.
  3. Type the reason for transferring the ESR in the Transfer Reason box.
  4. Click Done.
    The ESR and its associated objects are transferred to the selected person.