Plan Reassignment

You will learn how to transfer account from one user to another.

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1	Step 1: Select the Plan Account to update

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1. Log in to the ACPS system using username and password (Active Directory)
   
   
   
   
2. Under Transaction section in your menu, select Plan Reassignment
   
   
   
   
3. Search the Plan Account then click the Reassign button to open the document.
   
   
   
   

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2	Step 2: Fill-up the NEW ASSIGNEE fields

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1. Under the REASSIGN PLAN section, fill-up the required fields. Click the REASSIGN button to proceed to approval.
   Note: Changes applies once request is fully approved
   
   
   
   

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3	Step 3: Reassignment Approval

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1. Approver receives an email notification
   
   
   
   
2. Log in to the ACPS system using username and password (Active Directory)
   
   
   
   
3. Locate Plan Reassignment account in the Pending Task(s) and click the Open button to act
   
   
   
   
4. Review the document and select APPROVAL ACTIONS.
   APPROVE: Changes will apply to Plan Account
   REJECT: Changes will not apply and document will return Step 1