The Reassign Managers page allows you to change the current injury and/or claims manager to a new user with the click of a button. To access the Reassign Manager page go to your Admin settings, then under Security, select Reassign Manager as seen below:

To reassign the current 'Injury Manager' listed against an injury record, select that user from the Current Injury Managers drop-down listing. Once selected, the table underneath will display all records where that user is assigned as the injury manager.

Over in the 'New Injury Manager' drop-down, select the user who needs to be assigned as the Injury Manager for these records. Once you've selected that user, you'll be able to check which injuries need to be reassigned and then select 'Update'.

To reassign the current 'Claim Manager' listed against an injury record, follow the instructions above under the 'Reassign Claim Manager' tab.

To perform a bulk update to the current injury or claim manager assigned to a record, go to the 'Bulk Upload' tab on the Reassign Managers page, and then go through and 'Download Import Template'.

The template will ask for the following information:

The Account Prefix refers to the letters at the start of the Unique Injury ID (e.g. ABC), then the Unique Injury ID will need to be completed with the record ID that needs updating.

The New Injury Manager and New Claim Manager e-mail columns need to list the e-mail address linked to the user who needs to be assigned as either the new injury manager or claims manager.

Once you've completed the spreadsheet, save that, and then upload it to the 'Bulk Update' tab on the 'Reassign Managers' page. Once uploaded, select 'Import'.

Once imported, the table will populate with the injury records. Select the check boxes for the records that require updating and select 'Update'.