---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Transfer a workplace case created from a universal request

# Transfer a workplace case created from a universal request {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Transfer a workplace case back to the Universal Request, to another
department, or to another service. You can transfer the request with or without providing a
resolution.

## Before you begin

Note:  
To transfer a case, either you must be part of the assignment group or the case must have been assigned to you.

Role required: sn_wsd_case.case_writer

## Procedure

1. Navigate to Workplace Case ManagementWorkplace casesAll.
2. Select the workplace case record that you want to transfer.
3. Click Transfer.
4. In the Transfer Ticket dialog box, provide the transfer details.  
   {#transfer-a-workplace-case-created-from-a-universal-request__table_ag5_j3m_v4b__entry__2}

   | Field | Description |
   |-|-|
   | Department | Department that you want to transfer the case to. |
   | Transfer reason | Reason why you are transferring the request to the department. |
   | Transfer notes | Brief description on the reason for transferring the primary ticket. These notes are read by the UR Routing agent who handles universal requests. |
   | Copy additional comments and attachments | Option to copy the comments and attachments of this case while transferring. The option is automatically selected. Note: The transfer action does not copy work notes. |
   [Table 1. Transfer Ticket form]

   {#transfer-a-workplace-case-created-from-a-universal-request__table_ag5_j3m_v4b}
5. Click Transfer.

## Result

The case is transferred to the selected department.
**Related tasks**   

* [Configure a workplace service record producer as a Universal Request](https://www.servicenow.com/docs/PPnuzkM0yLJp9PSHapC1lg "Enable an employee to submit a universal request using a workplace service record producer from the Workplace Service Portal. Configure a workplace service to create Universal Request whenever an employee makes a selection.")
* [Create a workplace case from Universal Request](https://www.servicenow.com/docs/nfvuNs5pAmI2f0S4EmC7ZQ "As a routing agent, create a workplace case from a universal request and then assign it to the Workplace services assignment group. The workplace manager handles the workplace case and takes further actions to fulfill the request.")
* [Work on a workplace case from a Universal Request](https://www.servicenow.com/docs/1FD2EMBM2kUJ7VeiLiFhjA "As a workplace manager, work on a workplace case that is created from a Universal Request. Provide a resolution to the workplace case.")

*[\>]: and then