Page Info

Title

Page 28

Description

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel porttitor est. Quisque neque ex, pharetra vel metus nec, dapibus facilisis magna.

Transcript Text

The View Subjects link at the top of the Subject control panel is used to launch a comprehensive list of all subjects who have active owning or servicing relationships with their SMO. The Mass Subject Transfer feature allows you to transfer multiple owning and servicing SMO relationships from their current SMO to another SMO. The Mass Indoctrination feature allows you to grant access to multiple subjects at the same time in the user’s current SMO. Finally, the Mass Debrief feature is used to debrief the accesses of multiple subjects in their SMO.

Subject Control Panel

Overview of Features​

  • View Subjects – list of all subjects with active owning or servicing relationships with the current SMO
  • Mass Subject Transfer – move multiple subjects between SMOs
  • Mass Indoctrination – grant access to multiple subjects at the same time
  • Mass Debrief – debrief the accesses of multiple subjects in their SMO
    Subject Control Panel Tab