How to change a Job Assignee in bulk

Introduction

This topic explains how to bulk change a Job Assignee. With an additional option to update the Job Assignee for all underlying job stages that were incomplete.

  1. Select IRIS Practice Management from the product list.

  2. Select Launch and then Job Planning.

  1. Click the Service magnifying glass.

  1. Select the relevant job type.

  1. Click the Find magnifying glass.

  2. Select the relevant Job.

  3. Right-click then select Set Job Partner/Manager/Assignee

  1. You will see the Job assignee input field. Click on the magnifying glass and select the relevant staff. Member, then click OK.