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 11 months ago