Assigning and/or Reassigning a Service Record

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to reassign an existing service record to another user or group of users. in IQ.

1.Navigate to Services > Find Services > My Open.

2.The results display all active services assigned to you. Select the service record.

3.Click the Pencil icon.

4. IQ opens a new window that allows you to select which user or group of users you can (re)assign the service.

Option 1

Click Reassign & Alert to complete the reassignment process and send an IQ alert to the selected user(s).

Option 2

Click Reassign w/o Alert to complete the reassignment process without sending an IQ alert to the selected user(s).