Question
Optum Technology
US
Posted: Mar 24, 2018
Last activity: Apr 9, 2018
Last activity: 9 Apr 2018 15:25 EDT
Closed
Solved
Is OOTB Transfer Exposed through Express somehow
I am trying to find how to access or expose OOTB case transfer capabilities from Express and the Manager portal. Any tips? Thanks!
Accepted Solution
Posted: 7 years ago
Optum Technology
US
I see it now in Bulk Actions from the Manager's portal.
- Select bulk actions from the logged in operator icon in the upper right hand corner of the manager's portal
- Select Process radio buttons
- filter accordingly
- select 1 or more entries from the filter results
- Select Action now shows Transfer
It was not as obvious as I expected. Thanks
Posted: 7 years ago
PEGA
Pegasystems Inc.
US
In the Case Manager portal you can use the bulk actions to transfer cases or you could add it as a local action to your case type. I don't see a bulk action option in my express portal but you could add the local action.
Accepted Solution
Posted: 7 years ago
Optum Technology
US
I see it now in Bulk Actions from the Manager's portal.
- Select bulk actions from the logged in operator icon in the upper right hand corner of the manager's portal
- Select Process radio buttons
- filter accordingly
- select 1 or more entries from the filter results
- Select Action now shows Transfer
It was not as obvious as I expected. Thanks