How to change a Reports' Queue
From the My Filings tab
- Go to Report Filings > My Filings.

- Select the report (you might want to search or use filters).
- Click on the report in the table to open up the detail view.

- Click on Go to * page.
- Click the Change Queue button:

- Select the queue from the dropdown.

Success:

From the Queued Filings tab
The steps are the same as above.
From the Admin tab
- Go to Report Filing > Admin.

- Select the report or reports from the table (you might want to search or use filters):

- Click Change queue:

- Select the queue you want to move the report(s) to from the drop-down:

Changes take effect immediately:

Changing queues removes assignments.
If you change a reports' queue, the agent assigned to the report will be unassigned.
Updated 7 months ago