Reassigning can now be applied to whānau records. In cases where it is necessary to take ownership of another worker’s unsigned whānau record to make any changes.
To reassign a whānau record:
Navigate to the record you wish to reassign to another user
Click the three dots to the top right of the record and select Reassign record.
Confirm your intention to reassign the record
Make any necessary changes to the record
Sign the record when you are happy with the amendments
NOTE: You will need to be a supervisor of the team to be able to reassign records