Transfer Assets

To move services from being assigned to yourself to being assigned to a department (either your own department or another one), follow the steps below.

Transfer services to other departments:

This action allows you to transfer services to another department within your organization.

  1. Click Actions for the service you want to transfer.
  2. Select Transfer to Another Department.
  3. Read the instructions on the screen. Click Continue.
  4. Click + under Name and select the department to which you are transferring the service.

    Note: You can't transfer services to any department that has a “closed” status.

  5. Click + under Cost Center and select the cost center where the service will be charged.

  6. Click Next.

  7. Enter the Due Date.
  8. Enter any comments.

  9. Click Next to proceed or Back to change the information in the previous step. A confirmation page displays all the information you have entered about the transfer action.

    Note: Here you may change both the department to which you wish to transfer your service as well as the additional information you have entered by clicking on the pencil icons in their respective sections. Cimpl navigates back to the earlier steps, and you can make changes. When done, click Next to advance back to the confirmation page.

  10. Select the Acknowledgment statement.
  11. Click Submit Request. A summary page opens indicating that the action has been completed when done.
  12. Click Close to exit.

Transfer services to other employees:

This action allows you to transfer services to another employee within your organization.

  1. Click on the Actions button for the service you want to transfer.
  2. Select Transfer to Another Employee.
  3. Read the instructions, click Continue.
  4. In the identification pane, click + under Name field. A list of employees opens.
  5. Use the search box to find the employee to whom you want to transfer your service.
  6. Click the employee's name. The employee's information is populates the identification pane.

  7. Click + under Cost Center and select the cost center where the service will be charged.

  8. Click Next to continue.
  9. Select the Due Date by which the transfer needs to be completed by.
  10. Enter your comments in the Comments box.

  11. Click Continue. A confirmation page opens with all the information you have entered about the transfer action.

    Note: You can change both the person to whom you wish to transfer your service as well as the additional information you have entered by clicking on the pencil icons in their respective sections. Cimpl goes back to the earlier steps. When done, click Next to advance back to the confirmation page.

  12. Select the Acknowledgment statement.
  13. Click Submit Request to finalize your transfer. A summary page opens indicating that the action has been completed.
  14. Click Close to exit.

Select an approver: 

Your build of Cimpl may be configured to allow you to select an approver or multiple approvers for self-service actions.

  1. Click on + Approver. A list of users who can serve as approval authorities opens.
  2. Click on the name of the person who you want to select as an approver. Your selection appears in the self-service form.
  3. Repeat the approver selection step for as many approvers as is required.
  4. Once you have selected all the approvers needed, click Confirm. A summary page for the request opens.