View & Edit Active Assignments
Click on the Services icon in the top right corner of the screen. Select Reports and then Active Assignments. If active assignments are not listed, ensure you have the correct permissions.
A new screen will then show with all the current Active Assignments.
The Active Assignments page includes the information about the assignment including the assignment notes, assignment ownership and modifications.
Edit an Active Assignment
To edit an assignment, click on the assignment you which to edit until it highlights in blue and then select Edit at the top. This will open the editor screen which will allow you to alter the assignment. Click Save to confirm the changes, and this will automatically notify the user who is assigned to the assignment.
Assignment Notes
Users have the ability to add notes to the assignment, which are then sent to the secure portal for monitoring. To view assignment notes, select the assignment you wish to view, then click on Notes at the top of the page. The number of notes on an assignment is indicated under Assignee Notes.
The notes for that assignment will show. Read the notes, then click on Ok to close the Notes.