Transferring an Inquiry

If you want to change the ownership of an inquiry, you can transfer the inquiry. When the inquiry is in Create state, you can transfer it to any user other than complaint investigator. When the inquiry is in In Process state, you can transfer it to a Quality Manager or complaint investigator.

Before you begin:
  • The inquiry must be in Create or In Process state.
  • You must be the owner, a Quality Manager , or Complaint Investigator. If you are a complaint investigator, you can transfer the inquiry only when it is in In Process state.
  • You must be on the Inquiries List page or the Inquiry Power View page.
See Also
Invalidating an Inquiry
Converting Inquiries
  1. From the Inquiry Power View page, in the Properties tab toolbar, select Actions > Transfer Ownership.

    You can also select the required inquiry from the Inquiries 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 inquiry in the Transfer Reason box.
  4. Click Done.
    The inquiry and its associated objects are transferred to the selected person.