Transfer a Universal Request from the Health and Safety Workspace

---
title: Transfer a Universal Request from the Health and Safety Workspace
description: You can transfer a Universal Request to another department or services from the Health and Safety Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/health-and-safety-case-management/transfer-hs-case-universal-request.html
release: australia
product: Health and Safety Case Management
classification: health-and-safety-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage a Universal Request from the Health and Safety Workspace, Universal Request for Health and Safety cases, Health and Safety Case Management, Health and Safety, Employee Service Management]
---

# Transfer a Universal Request from the Health and Safety Workspace

You can transfer a Universal Request to another department or services from the Health and Safety Workspace.

## Before you begin

Role required: sn\_uni\_req.routing\_agent

## Procedure

1.  Navigate to **All** > **Health and Safety** > **Health and Safety Workspace**.

2.  Select the cases icon \(\[Omitted image "icon-hs-cases.png"\] Alt text: Health and safety cases icon.\) to open the **Cases** tab.

3.  In the lists tab, select **Universal Request** and then select **All**.

4.  Select the universal request record that has the safety case to be transferred.

5.  In the **Primary Ticket** field, select the information \(\[Omitted image "circle-info-outline-24.svg"\] Alt text: information icon\) icon to open the health and safety case.

6.  Select the **Transfer** button.

    **Note:** The **Transfer** option is displayed only if the case is assigned to you.

7.  On the **Transfer Ticket** form, provide the following details:

    |Field|Description|
    |-----|-----------|
    |Department|The different departments of the organization|
    |Transfer reason|The reason for transferring the safety case to another department or services|
    |Transfer notes|Brief description for routing the primary ticket|

8.  Select **Transfer**.


## Result

The universal request is transferred to the selected department. Based on the reason of transfer the state of the health and safety case changes from **Work in progress** to **Closed Complete** or **Awaiting acceptance**.

## What to do next

To associate another health and safety ticket to the universal request, you can select **Create Associated Ticket**. The new associated ticket displays on the **Associated Tickets** related list of the universal request.