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Bulk Reassigning Programs

Updated over 2 months ago

Bulk Reassigning Programs

Overview

You can reassign multiple programs from the Home page by updating either the department or user owner. If you reassign programs that were originally assigned to you to someone else, they will no longer appear on your Home page, but you can still view them in the CPV.

This user guide walks you through reassigning multiple programs from the Home page.

* Access to Care Management * Permission to assign programs

When you need to reassign multiple programs to another user or department.

Follow your organization’s policies and procedures when reassigning a program to a different user or department.

Reassigning Multiple Programs at the Same Time

From the **Home** page, go to the **Programs** section.

Use the checkboxes to select the programs you want to reassign. You can also select the top box to reassign all programs.

After selecting the programs, the reassignment options display at the top of the programs list.

Enter either a department or individual for reassigning the programs. You cannot bulk reassign programs to both at the same time.

**How Tasks Are Impacted:*** If you bulk assign programs to a **department**, the associated tasks are assigned to the new department. The user owner for those tasks remains the same. * If you bulk assign programs to an **individual**, the associated tasks are reassigned to that individual.

Click **Apply**.

The programs are moved out of the original Worklist and into the Worklist of the Department or Individual you assigned.

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