Closing an Assignment
There may be instances when an administrator may need to complete the assignment on the user’s behalf. Click on the services icon in the top right corner of the screen.
To do this, from the Services icon and select Reports. Click on Active Assignments from the list. If Active Assignments are not listed, ensure you have the correct permissions.
A new screen will then show with all the current Active Assignments. Select the relevant assignment you wish to close until it is highlighted in blue, then click on Complete from the top.
A Complete Assignment pop-up will display.
Enter optional notes for completing the assignment. From the Select Reason drop-down, choose between Completed and Abandoned for the assignment.
Click on Complete. Once an assignment has been completed, the user will be notified via the app.
The portal will return to the Active Assignments page.