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Change record owner

The Change Record Owner (MED_ChangeRecordOwner) Visualforce component allows an agent to quickly change the owner of a record and indicate, for audit purposes, why the ownership changed.

The agent can return the records to the Interaction owner by clicking the Interaction Owner iconMIC_V12_Interaction_Owner_Icon.png. This will set the transfer reason to “Returned to Interaction Owner”.

The agent can quickly take ownership of the record by clicking the Make it Mine icon MIC_V12_Return_Interaction_Icon.png. This will set the transfer reason to “Assigned to Self”.

Interaction transfer card

Associated records

When an Interaction is transferred, any child records (listed below) with the same associated owner will be transferred as well.

  • Requests

  • Adverse Events

  • Product Quality Complaints

  • Fulfillments

If the child record has a different owner than the Interaction, the child record's owner will not be changed.