Transfer a Request Between Organizations

Some geographies overlap, and issues that need to be routed to one organization end up in the hands of the incorrect organization. Use the following steps to transfer a Request from one organization to another.

Alternatively, you can also close the request that is in the incorrect organization and submit a new request to the correct organization.

Instructions

1. Sign in to your site

2. If the issue was reported to a service category in Organization A, they will need to recategorize the request to the "Post to neighbors" category:

   1. Navigate to the Requests tab

   2. Check the request

   3. Click Recategorize

   4. From the drop-down menu select Post to Neighbors

   5. Click Update

3. This will cause the request to become uncategorized, so it will be available for Organization B to access and recategorize:

   1. On the Requests tab, select Post to Neighbors under Categories on the filter menu

   2. Check the request and click Recategorize

   3. From the drop-down menu, select the appropriate category

   4. Click Update