This guide has been created for system administrators.

Specific role permissions may be required, including: Entitlement Setup.


Overview:

Where carryover configuration allows for manual carryover, as a system admin, you have the ability to create the carryover/transfer record via the admin panel. Creating an approved carryover/transfer record in this manner will negate the requirement for authoriser approval. If you would like to view our 'carryover configuration - overview' guide please click here.


This guide provides the steps required for an admin to update a transfer/carryover record via the admin panel.


Step by step guide:

  • Navigate to: Admin tools > Admin panel > Records> Carryover/transfer records.
  • Use the search filters at the top of the page to narrow the list of records by the user, transfer type, status, etc.
  • Press the Edit option on the record that requires updating.
  • The record's details are now displayed and allow the Admin user to edit their values.
  • Once edits have been entered, press the orange Save record button at the bottom of the page.


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Related Guides:

Carryover Configuration - Overview | Carryover/Transfers - Adding a transfer/carryover record | Carryover/Transfers - Cancelling a transfer/carryover record | Carryover/Transfers - Deleting a transfer/carryover record