How to Add Notes While Reassigning a Mentoring Request

Warreng
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  1. Log in as the chapter admin. Requests can be assigned from both the Mentoring Requests or Clients Not Yet Assigned pages.
  2. Search for the request you would like to reassign and click the blue arrow to the right of the MRE Status to assign.

  3. Click the name of the volunteer you would like to assign the request to.

  4. Enter any notes that should be included in the email notification sent to the selected volunteer and click OK.

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  • Mark Krosse

    NOTE: unfortunately, CORE does not retain any record of the assignment note, so there is no traceability other than the assignee's inbox; the only way for the admin/assigner to document the note is to copy/paste it into a Non-Session note in the MRE

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