Reallocate an Observation

If authorized, you can reallocate an observation to another project contact to investigate.

Note: To reallocate multiple observations in one operation, you can use the Bulk Edit feature. For information, see Update Multiple Observations.

To reallocate an observation:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click the Observations tab.
   If the Observations tab is not visible on the header band, click more to display additional menu items.
3. Click Search.
   If many results are returned, you can apply one or more filters, such as allocated contact, status, observation type, and so on.
4. Click for the observation that you want to action.
5. On the Observations Action window, click Re-allocate.
6. On the Re-allocate Observation screen, use the Re-assign to list to select the contact that you want to reallocate the observation to.
7. In the Comments field, enter some notes, such as the reason for reallocating the observation.
8. Click Re-allocate.
   The contact that you have selected to reallocate the observation to receives an email notification.