Reassigning Activities

After creating an activity and adding employees to it, you might find that you want to reassign the activity to a different employee; that is, 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 view, click the Description hyperlink to access the activity.

   The Calendar Detail form appears with the Participants Availability subview below it.

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

   The Employees shuttle dialog box appears.

   The primary employee appears with a check mark in the Primary field. You must change the primary employee to reassign the activity.

4. Click the Primary field in the record of the employee to whom you want to reassign the activity and step off the record.

   The selected record updates with a check mark in the Primary field. The Primary field in the original record is cleared.

5. Click OK.

   The activity is now reassigned.

6. Remove the previous primary employee from the participant list if that person is no longer involved with the activity.

   
   

   Tip: Alternatively, to reassign an activity, you can type the name of the new owner in the Owner field. The previous owner is deleted from the activity and the new owner you enter is automatically added into the list of employees and designated as the primary employee.