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How to assign entire records

  1. Click on the Launch Pad and look for the specific record on the Record list page.




    Alternatively, select the Global Search icon and search for the record by typing the record number.


  2. Open the record and select Description of Work/Copy Recs (Unrelated) in the left navigation bar.


  3. From this tab, assign the record by selecting the Department, the Staff member it needs to be assigned to, and the Assigned Date.