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 multiple select button.

   The Employees 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 does not appear in the Selected list of employees, then select the employee in the Available list of employees, and then click Add (the forward arrow) to add the employee to the Selected list of employees.

5. When the employee to whom you want to assign the activity appears in the Selected list of employees, do the following:

   1. Click the Primary field in the record for this employee, and then click the check box.

      The activity is reassigned.

   2. If the previous primary employee is no longer involved with the activity, then access the Employees selection dialog box again, select the employee in the Selected list of employees, and then click Remove (the back arrow) to remove the employee from the Selected list of employees.