How do record transfers work?

To transfer a record you own to a colleague within your organization:

1. Open the relevant record and access the action menu on the left-hand side.
2. Click on Transfer.
   
   
3. Select the sections of the record you want to transfer.
4. Choose the colleague you wish to transfer the record to.
   
5. Check the option to archive the record after the transfer, if desired.
6. Confirm the transfer.
   
   
   
   

To accept or decline a transfer:

1. Go to your list of active records and click on Pending Transfer.
2. If you accept, the record will appear in your active records. You can view the progress notes written before the transfer in the Progress Notes section, but you won’t be able to edit them.
   
   
   

For the previous owner of the record:

• If the option to archive was selected during the transfer, the record will be archived.
• The previous owner can view all information prior to the transfer but won’t have access to any new documents or information added afterward.

It is possible to transfer a shared record. During the transfer, collaborators will lose access to the record and won’t be able to view its contents. Once the new owner accepts the transfer, collaborators will regain access with the same permissions as before.

For more details on what is included in a record transfer, refer to the following article: What information is included in a record transfer?

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