Reassigning Activities

After creating an activity and adding employees to it, you might want to reassign the activity to a different employee. That is, you might want to make a different employee the primary employee for the activity.

To reassign an activity  

1. Navigate to the Calendar screen.

2. In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an activity description to access the activity.

   The Calendar Detail form appears.

3. In the Employees field, click the select button.

   The Employees multiple selection dialog box appears showing the list of selected employees for the activity, and the primary employee appears with a check mark in the Primary field.

   You must change the primary employee to reassign the activity.

4. If the employee to whom you want to assign the activity appears in the list of selected employees, then do the following:

   1. Click the Primary field in the record for this employee, and click OK.

      The activity is reassigned.

   2. If the previous primary employee is no longer involved with the activity, then access the Employees multiple selection dialog box again, and remove that employee from the list of selected employees.

5. If the employee to whom you want to assign the activity does not appear in the list of selected employees, then do the following:

   1. Click Show Available to show the list of available employees for the activity.

   2. Select the employee to whom you want to assign the activity, and click Add.

      The added employee appears in the list of selected employees.

   3. Click the Primary field in the record for the added employee.

   4. Click OK.

   5. If the previous primary employee is no longer involved with the activity, then access the Employees multiple selection dialog box again, and remove that employee from the list of selected employees.