Step by step guide:

  • Navigate to: Admin > Records> 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.


Please find our video tutorial link below:

https://youtu.be/CTa2hsqZotU


Note: You will need the Entitlement Set-up permission applied to your e-days role in order to carry out this task.