Manage assignments as an intake processor

As an intake processor, you can assign a record to yourself or unassign a record that has been assigned to you.

To assign or unassign records, follow the steps below.
  1. Select one or more records by checking their boxes on the left.
  2. Select the Actions button, then select one of the following:
    • Assign to me
    • Unassign
    You are only allowed to unassign the records that are assigned to you.

    Note:

    Keep an eye out for notifications, on the bottom of the page. If you receive an error message, select View Errors to find out why this has happened. For more information on the errors you may receive, see Possible errors in assignment and what you should do.