This article will walk you through the process of reassigning Entities to a new Responsible Professional in the event that you need to identify Entities that are currently unassigned or if a Responsible Professional is leaving your firm.
STEP 1: Navigate to the Entities Module
STEP 2: Apply a filter
You can filter your Entities by the Responsible Professional, Unassigned or, if the Responsible Professional has left your firm, you can select Inactive from the drop down.
To confirm that this filter is applied, you will see it show up as a filter under your search bar.
STEP 3: Select all Entities that you want to reassign.
You can select all by clicking on the top checkbox.
You can select specific entities by checking them off individually.
If you are individually selecting entities, you can not select entities from multiple pages.
STEP 4: Click "Bulk Process" and "Reassign Entity"
STEP 5: Set your new Responsible Professional and click “Reassign”
