How to re-assign case records & matches to a new case manager?

[mbajema]

Run a Search from each of your Search screens for the old Case Manager:

From the Case Record Results, choose Action, Change Case Manager

Select the new Case Manager from the drop-down along with an Assignment Date:
Save

Everyone included in the search should now be assigned to the new Case Manager. You can do this for Mentees, Mentors, and Matches.