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Whenever a person changes positions or leaves the organization, others will take over their responsibilities. QM365 has a function to transfer responsibility from one person to one or more other people. This tool is hidden so that only people with administrator access can find it.

  • Change the link in your browser and add this line after the /Mange/ line "SitePages/TransferResponsibilities.aspx".

  • It will look like this ..../Manage/SitePages/TransferResponsibilities.aspx​

  • Press Enter and the following menu will appear on the screen:

...

  • Enter the first person's ID or name on the first line.

  • Do the same for the person who will take over the responsibility.

  • Click on "Check responsibilities" and a list of all data items associated with that person will appear.

  • Tick ​​the data to be transferred as shown below.

...

NB! Note the following

  • Better cases that have been closed will not change Responsible, as this is historical data

  • Users removed from the system can still be found and modified using the feature.