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How to Change a Requisitions Assignment Type from Internal Coaching to External Type

If the requisition is preliminary:

  1. Click Action and choose Switch between Internal and External Coaching Types.


  2. Click Save.


  3. Confirm that the assignment type, preliminary external coaching dollars, and name are all appropriately updated.



If the requisition is approved:

  1. Click Action and choose Split into Two Coaching Requisitions.


  2. Enter the full remaining balance into the Hours to be transferred.


  3. Click New Assignment Type and choose External Coaching.
  4. If the new requisition should be assigned to a different coach, enter that coach's name in the Assign new requisition to field, otherwise you can leave it blank and the new requisition will be assigned to the same user.
  5. Type in a Transfer Justification.
  6. Click Save.
  7. Confirm that the assignment type, preliminary external coaching dollars, and name are all appropriately updated.


Note: Do not use mass update tool to change the Assignment Type. This would a mess of the Funding Stream roll-ups in a hurry.

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