Follow

Requesting Ownership

PlayMaker uses the terms "ownership" and "shared owner" to indicate assignment of Accounts, Contacts, and Referrals to a person within your agency. From time to time, there are circumstances where the ownership of these records needs to be requested (such as when a record already has a shared owner). This article discusses how to request ownership. Ownership change requests are then approved or denied by your organizations PlayMaker administrator or an authorized manager.

Note: If your agency's Electronic Health Records system is integrated with PlayMaker it may be possible that the ownership assignment are dictated by that system and not changeable directly in PlayMaker, contact your administrators with any questions.

 

From the Accounts / Contacts / Referrals View

In the image below, one Account Executive is the shared owner of a few accounts outside of his sales territory. Since the accounts fall into her sales territory, another Account Executive would like to request ownership of these accounts. The following steps are appropriate for Accounts, Contacts, and Referrals:

  • Navigate to Accounts (or Contacts or Referrals)
  • From the Change View drop-down, chose the view that shows all records.
  • In the Search box on the left, search for the record (for more information on searching views, click here).
  • Once the desired record is listed, check the box in the furthest left column for that record.
  • From the Bulk Actions drop-down, choose Request Ownership.
  • Confirm the request in the pop-up window. 

 

 

From the Request Owner Change Report

This process can also be started (and tracked) through the Request Owner Change report found on the reporting tab. The caveat with starting the process through the report is that only records that are assigned to an Unassigned User owner can be requested. To request ownership through this method:

  • Navigate to the Reporting link in PlayMaker.
  • Click on the Request Owner Change report.

  • In the Request Status drop-down, choose Unassigned.

  • Choose the appropriate object (Accounts, Contacts, Referrals) from the Object drop-down
  • Click Run Report.
  • Any unassigned (or ownerless) records will be listed.
  • Check the boxes next to the desired records.
  • From the Bulk Actions drop-down, chose Request Ownership.
  • Confirm the request in the pop-up window.

 

To check on the status of an ownership change request:

  • Navigate to the Reporting link in PlayMaker.
  • Click on the Request Owner Change report.

 

  • In the Request Status drop-down, choose My Requests.
  • Choose the appropriate object (Accounts, Contacts, Referrals) from the Object drop-down
  • Click Run Report.
  • Requests will be listed, and approved requests will be marked in the Approved column (far left).

Note: Approved ownership change requests will also be featured in the Activity Feed of the PlayMaker mobile application for Android and iOS.

 

 

Related:

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Linda Perkins

    I have requested ownership of several of my top account. ie DelMar Gardens of Smyrna Ga I have 3 referral there in the last week and they keep coming up under Lisa Johnson instead of Linda Perkins can you help me.
    Thanks Linda Salotto Perkins

  • Avatar
    Lee Heida

    Hello Linda. I am creating a ticket to reach out to you directly about this issue.

Powered by Zendesk