Bulk Rep Reassignment User Guide
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Table of Contents
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Locating Reports |
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This section provides instructions on reassigning reps to different clients in bulk.
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The Process |
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This section of the guide defines the process flow
Choice | Description | Client Logic | Account Logic |
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Change Rep – Client Process |
Level | If you select |
this list, then |
the system will search for the client using "Client SSN" and "Current Rep |
." | N/A | N/A |
Change Rep – Account Process Level | If you select |
this list, the system will search for the account using |
“Account.” | N/A | N/A |
Add | When you write ADD in the Process Type column on the CSV file (prior to converting to an RCG |
) the system will add a rep code to a client folder and subfolder. |
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Remove | Allows the ability to remove a rep code from a client folder and subfolder. Designate REMOVE in the Process Type column on the CSV file prior to converting to an RCG. The system searches for a client subfolder with "Rep code to process" |
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Replace | Allows the ability to replace (change) a rep code from a client folder and/or subfolder. Designate REPLACE in the Process Type column on the CSV file prior to converting to an RCG. |
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