Transfer a Universal Request from the Health and Safety Workspace
You can transfer a Universal Request to another department or services from the Health and Safety Workspace.
Before you begin
Role required: sn_uni_req.routing_agent
Procedure
Navigate to All > Health and Safety > Health and Safety Workspace.
Select the cases icon (
Health and safety cases icon.\) to open the **Cases** tab.
In the lists tab, select Universal Request and then select All.
Select the universal request record that has the safety case to be transferred.
In the Primary Ticket field, select the information (
information icon\) icon to open the health and safety case.
Select the Transfer button.
Note: The Transfer option is displayed only if the case is assigned to you.
On the Transfer Ticket form, provide the following details:
Field Description Department The different departments of the organization Transfer reason The reason for transferring the safety case to another department or services Transfer notes Brief description for routing the primary ticket Select Transfer.
Result
The universal request is transferred to the selected department. Based on the reason of transfer the state of the health and safety case changes from Work in progress to Closed Complete or Awaiting acceptance.
What to do next
To associate another health and safety ticket to the universal request, you can select Create Associated Ticket. The new associated ticket displays on the Associated Tickets related list of the universal request.