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How do I clean up the CSI Assignee list?

Tegan Ketchie
$organization
We have active assignees in our "assign to" section of the CSI reminders screen for MILES!! We'd like to get rid of all the employees who no longer work with us to create efficiencies when we're assigning these CSI reminders. We've already cleaned up and inactivated people as "workers", but that didn't seem to have any effect in the CSI reminders screen. Help?!?
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  • $organization

    Tegan,

    I don't believe that there is a utility you can use to update the Assigned To user. The only thing that I can think of is to ensure that all users are set to be managed by you (or whoever is doing the cleanup) and in the View Reminders screen, you can sort by Assigned To and then update each one individually from there (the field can be changed in this screen).

    Michele

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  • $organization

    Tegan,

    I don't believe that there is a utility you can use to update the Assigned To user. The only thing that I can think of is to ensure that all users are set to be managed by you (or whoever is doing the cleanup) and in the View Reminders screen, you can sort by Assigned To and then update each one individually from there (the field can be changed in this screen).

    Michele

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