How can the coordinator transfer records?

The coordinator can transfer one or multiple records from one advisor to another. These transfer options are available in the action menu (the three dots) next to each advisor's name.

Transferring all records

You can choose to transfer all confidential records, institutional records and raw data from the advisor’s account, or a combination of these types.

Transferring a single record 

To transfer a single record, use the search tool and enter the record name (which you'll need to know in advance). Then, select the specific sections you wish to transfer, such as progress notes and documents, confidential notes and documents, and raw data.

The coordinator can also transfer shared records. In such cases, the record will remain shared with invited collaborators, who will retain their previously granted access rights.

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