You can transfer an existing Pointer Record (PAD) (also known as a PR) to a new Effective Date and Time. You must first retrieve the specific PR that needs to be transferred. Select the “Transfer” icon and a Transfer Pointer Record pop-up window will be displayed with the Source Record and Target Record sections. For more information on what these sections contain, please click here.
You must then enter or select the Effective Date and Effective Time for the Target Record to a future or past Date and Time, or to “Now”. After the Target Record fields are set, the “Submit” button must be selected to complete the transfer.
The message, “Transfer is Pending and you must submit or save the record to complete Transfer Action” will be displayed at the top of the page.
You must update the PR with all changes (if needed) and then select the “Submit” button or the “Save” button. The message, “Pointer Record Transferred Successfully” will be displayed at the top of the page.
For more information on general transfer rules, please click here.