In some instances, it may be necessary to amend the content or sign another worker's record.
The Reassign record function allows a user to assign ownership of another worker's unsigned record, make any changes required and sign the record. A user can also delete a record that they are amending. Record History captures when ownership changes and when a record is signed.
Note: To reassign a record you must be the team supervisor of the creator of the record, and have access to the record’s content.
To reassign a record:
Navigate to the record you wish to reassign
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: If you need to delete a staff member's record, you can do this once you have reassigned a record
Viewing a record’s history
Keep track of when a record was signed and by which user, by viewing a record’s history.
Navigate to the record in question
Click the button with three dots in the top right-hand corner
Select Record history