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How can I assign a note to a responsible processor?

This chapter explains how you can assign a note to a case handler.

By clicking on the black bordered edit pen you can adjust the responsible editor of the note

Then the dialog for selecting a responsible editor opens, you can select them with one click.

Assigned person

Then the dialog for selecting a responsible editor opens, you can select them with one click.

Change assigned person

Afterwards, the selected editor will be displayed with a black border as shown in the screenshot. You must then confirm this selection by clicking on "Select".

Select assigned person

Afterwards, you should be able to see the selected agent in the note's detail view. You must now save this change in the Note Final by clicking on the "Save" button.

Assigned person save