Transferring Titles
- PANDAS allows staff from any agency to transfer a
prospective title to another agency. This facility provides important
functionality when staff from one agency locate titles that better fit the
selection criteria of another agency. It is also useful if an agency is
suffering staff shortages when there may be important sites to capture. In this
case titles could be transferred to another agency for archiving and/or
processing on a temporary basis.
- To transfer a title to another agency:
- Search for the title or create a new record, as
necessary
- Change the Title Status and Standing to
Transfer
- After editing or creating the record, return to the view
screen (see image below)
- Select Transfer displayed on the top menu
- This opens up a new window with details of the person
transferring the title already in the Transfer Message box
- Select the recipient using the drop down list
- Click Finish
- This produces a message to say that the title was
successfully transferred
- Click Finish again to return to the view screen for
the transferred title
- NOTE: You cannot send a message to the agency that already
'owns' the title
- This sends an email message to the generic mailbox for the
recipient agency and changes ownership of the title. It is then up to the new
owner to make any decisions regarding the selection or archiving of the
title.
Title View Screen
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