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.
B. Select what you want to do and why.
C. Confirm actions.
D. The person/work role relationship are no longer in the rpDashboard.
Step 2: Import the person into the applicable new supervisor's rpDashboard using the "Import" utility.
B. In the popup window, click the arrow to display the list of those in the "transfer pool.
C. Select the email address and work role title to import.
D. Confirm this is the correct email address and work role title to import.
E. Confirm actions.
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B. Previous rpAgreements are no longer applicable to the new relationship.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.