Work Notes/additional Comments are not coming with original creator name in transferred HR case.

DivyaYadav18
Tera Contributor

‎11-29-2023 06:08 AM

Hi Team,

 

After transferring the HR case, work notes & additional comments are not showing the original creator's name. instead, the name of the person who transferred the case appearing.

 

I want the original creator's name in work notes under transferred HR case, any solution would be helpful!

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Community Alums
Not applicable

‎11-29-2023 06:24 AM

Hi @DivyaYadav18 ,

That's by design , you won't get original creator's name in work notes under transferred HR case.

There are 2 types of HR case transfer methods:

Reclassify

Standard
  • The HR case number does not change after transferring an HR case from one HR service to another.  
  • The HR case number changes when transferring an HR case from one HR service to another.
  • Both HR case numbers appear on the HR case for reference.

    SandeepDutta_0-1701267844678.png

     
  • Links redirect to the new case.
  • Links do not redirect from the original case to the new case.

  • Work notes copy from the original case to the new case.
  • Work notes do not copy from the original case to the new case.
  • Notification emails are not sent for reclassification cases.
  • The subject person receives a notification email with the closed case and transferred case information.
SandeepDutta_1-1701267844838.png

 

 SandeepDutta_2-1701267844845.png

 
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DivyaYadav18
Tera Contributor

‎11-29-2023 07:51 AM

Hi @Community Alums 

 

Thanks for your response!

 

I'm aware that's it's by design, but we want to get original creator's name in work notes under transferred HR case.

 

Is there any possibility to achieve the same?

 

Regards,

Divya

 

 

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