How do record transfers work?
To transfer a record that you own to a colleague in your organization:
- Open the record and the action menu in the left sidebar.
- Click on Transfer.
- Choose the colleague to whom you want to transfer the record.
- Confirm the transfer.
To accept or decline a transfer:
- Go back to your list of active records and click on Pending Transfer.
- If you accept the transfer, the record will appear in your active records. Notes created before the transfer will be in PDF format in the Documents section, so you can view them but not edit them.
For the previous owner of the record:
- The record will appear in their archived records.
- The previous owner can view all information present before the transfer but will not have access to information or documents added after the transfer.
It is possible to transfer a shared record. Once the new owner accepts the transfer, the sharing is automatically removed. Each member's notes are available in PDF format in the record's Documents section. If the new owner wants to share the record once again, they can do so at any time.
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