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How to Transfer a Delegate
- Navigate to the Courses - Class DataGrid.
- Right click the course you wish to transfer a Delegate from, and select Delegates from the context menu.
- Right click the Delegate that you wish to transfer, and select Transfer Delegate.
- Confirm you have the correct Delegate by checking summary section before the Transfer
- WIthin Within the Options area, you'll find four fields: Delegate, Course, Charge, Copy Source Notes, and Transfer Notes
- The Delegate has already been defined by the right click action and reviewing the Delegate Details should mean you have the correct Delegate, however you can switch to another Delegate using the Select option on the Delegate row if required.
- Click the Select button at the end of the Course option.
- Select the Course from the DataGrid that you wish to transfer the Delegate to.
- Click OK.
- Enter a Charge (if applicable) tick the Copy Source Notes and enter a brief summary of into the Transfer Notes for the reason of the Transfer.
- Click Transfer, then click Yes to confirm the Transfer.
