Add a Stewardship Plan Assignment Process Screen

Field name	Description
Name	Name of the stewardship plan assignment process. This displays in the Name column of the Stewardship plan assignment process tab.
Description	Description to help you identify the purpose of the process. This displays in the Description column of the Stewardship plan assignment process tab.
Replace a stewardship officer on an existing stewardship plan	Select this to replace a stewardship officer on and existing stewardship plan with a new constituent.
Assign a stewardship officer to roles on an existing stewardship plan	Select this to assign a stewardship officer to roles on an existing stewardship plan.
Stewardship officer to replace	If you select Replace a stewardship officer on an existing stewardship plan, search for and select the stewardship officer to replace.
Plan selection	Select the stewardship plans you want associated with the bulk process. Select the search icon at the end of the field to access the Selection Search screen. From here, you can search for and select the selection of records to use. Selections are created in Query. When you do not select a plan selection, the process updates all plans without a plan manager or those with unassigned steps.
Assign to	If you select Replace a stewardship officer on an existing stewardship plan, use this field to select the replacement stewardship officer. If not selected, the constituent you select in Stewardship officer to replace will be removed but not replaced with another. If you select Assign a stewardship officer to roles on an existing stewardship plan, select the constituent to assign as a stewardship officer.
Transfer plan manager assignments	You can select to transfer plan manager assignments to the new officer.
Transfer plan steward assignments	You can select to transfer plan steward assignments to the new officer. If you select this field, from the Role field, select the role to transfer.
Transfer assigned step responsibilities	You can select to transfer assigned step responsibilities to the new officer.