This guide assumes you have opened the Case you wish to transfer. If this is not the correct please Search for the Case first: Completing a Search

You will need to make a selection if you are transferring to a Queue or an individual. You will not be able to simply search for anyone.

• If you are transferring it to another user please select: "User" from the drop down
• If you are transferring to another department you should select "Queues"

Note: Typically you will be transferring to another department or "Queue" instead of to another user directly

 To complete any search you will need to type at least 3 characters (not including spaces) - the system will them start trying to dynamically offer solutions to locate the record you are looking for. You can always select the hourglass to see a full list.

Note: The dynamic list will only ever show 5 results maximum and will not necessarily show all potential results even if it shows less than 5. Always select the hourglass to see all possible search results

It is important you follow the previous step and make sure you have the right kind of owner selected. If "Users" are selected then your Queues will not appear in the search, likewise if your "Queues" Are selected no users will appear.

Typically if you are transferring to a queue you will not send a notification and will leave the checkbox unticked. You should only select this if you would like the person to get an email notification of the transfer of the case.

Press "Submit" to complete the transfer to the new owner.

Note: If you transfer to another queue you do not have access to, you not be able to view it any longer

 On successful transfer you will briefly see a confirmation message on your screen looking something like this