Transferring a person to another supervisor's rpDashboard using a two-step process.

V1.4 6-7-2011 JYsc  

Step 1: Remove a person from the rpDashboard using the "Relationship Admin" utility, placing the person into the "transfer pool."

A: Locate the person's name to be transferred and choose Relationship Admin link.

A: Locate the person's name to be transferred and choose Relationship Admin link.

Locate the name of the person to be transferred out of the rpDashboard. Click on "Relationship Admin" just below the person's name.

B. Select what you want to do and why.

B. Select what you want to do and why.

i. In the pop up window at "Do you wish to delete or transfer this person, click the "Yes" box.

ii. Below, "Why are you deleting or transferring this person?" , click "Internal transfer or change of role.

iii. Click "Submit".

C. Confirm actions.

C. Confirm actions.

To confirm "Are you sure you desire to do this action?", click OK, otherwise click Cancel.

D. The person/work role relationship are no longer in the rpDashboard.

D. The person/work role relationship are no longer in the rpDashboard.

1. The person, the work role title, department/division, and the latest qrSnapshot , rpMat, and rpWeaver are now deleted from the rpDashboard

2. All information associated with the transferred person is placed in the "transfer pool"  

 

Step 2: Import the person into the applicable new supervisor's rpDashboard using the "Import" utility.

A: Click on "Import.

A: Click on "Import.

Click on "Import" located to the right of "Work Role."

B. In the popup window, click the arrow to display the list of those in the "transfer pool.

B. In the popup window, click the arrow to display the list of those in the "transfer pool.

In the pop up window, click on the down arrow to display the email addresses and work role titles currently available for import.

C. Select the email address and work role title to import.

C. Select the email address and work role title to import.

From the drop down list, select the email address and the work role title to import.

D. Confirm this is the correct email address and work role title to import.

D. Confirm this is the correct email address and work role title to import.

Review pre-filled fields to be sure this is the person and work role title to import as a person can have more than one work role.

Once confirmed, below "Import this work role and all relationships presently connected to it?", click "Yes"

Then click "Submit"

E. Confirm actions.

E. Confirm actions.

In the pop up window, when "Are you sure you desire to do this action?" is displayed, click "OK".

F. The rpDashboard is updated with the imported persons information.

F. The rpDashboard is updated with the imported persons information.

A. The Person's Name, Department/Division, Work Role title and the latest QR Snapshot and rpMat are now added to the new supervisor's dashboard.

B. Previous rpAgreements are no longer applicable to the new relationship. Please click on the hammer icon in your dashboard to begin creating a new rpAgreement if needed.

C. Any new QR Snapshots created will display the new supervisor's name as the organizational representative.

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