Transfer a workplace case created from a universal request
Transfer a workplace case back to the Universal Request, to another department, or to another service. You can transfer the request with or without providing a resolution.
Before you begin
Note: To transfer a case, either you must be part of the assignment group or the case must have been assigned to you.
Role required: sn_wsd_case.case_writer
Procedure
-
Navigate to Workplace Case Management > Workplace cases > All.
-
Select the workplace case record that you want to transfer.
-
Click Transfer.
-
In the Transfer Ticket dialog box, provide the transfer details.
|
Field |
Description |
|---|---|
|
Department |
Department that you want to transfer the case to. |
|
Transfer reason |
Reason why you are transferring the request to the department. |
|
Transfer notes |
Brief description on the reason for transferring the primary ticket. These notes are read by the UR Routing agent who handles universal requests. |
|
Copy additional comments and attachments |
Option to copy the comments and attachments of this case while transferring. The option is automatically selected.Note: The transfer action does not copy work notes. |
Result
The case is transferred to the selected department.
Parent Topic:Workplace Service Delivery integration with Universal Request
Related topics
Configure a workplace service record producer as a Universal Request
--- title: Transfer a workplace case created from a universal request description: Transfer a workplace case back to the Universal Request, to another department, or to another service. You can transfer the request with or without providing a resolution. locale: en-US canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/transfer-a-workplace-case-created-from-a-universal-request.html release: brazil product: Workplace Case Management classification: workplace-case-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Integration with Universal Request, Workplace Case Management, Workplace Service Delivery, Employee Service Management] --- # Transfer a workplace case created from a universal request Transfer a workplace case back to the Universal Request, to another department, or to another service. You can transfer the request with or without providing a resolution. ## Before you begin **Note:** To transfer a case, either you must be part of the assignment group or the case must have been assigned to you. Role required: sn\_wsd\_case.case\_writer ## Procedure 1. Navigate to **Workplace Case Management** > **Workplace cases** > **All**. 2. Select the workplace case record that you want to transfer. 3. Click **Transfer**. 4. In the Transfer Ticket dialog box, provide the transfer details. <table id="table_ag5_j3m_v4b"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Department </td><td> Department that you want to transfer the case to. </td></tr><tr><td> Transfer reason </td><td> Reason why you are transferring the request to the department. </td></tr><tr><td> Transfer notes </td><td> Brief description on the reason for transferring the primary ticket. These notes are read by the UR Routing agent who handles universal requests. </td></tr><tr><td> Copy additional comments and attachments </td><td> Option to copy the comments and attachments of this case while transferring. The option is automatically selected.**Note:** The transfer action does not copy work notes. </td></tr></tbody> </table>5. Click **Transfer**. ## Result The case is transferred to the selected department. **Parent Topic:**[Workplace Service Delivery integration with Universal Request](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-case-management/wsd-intergration-with-universal-request.md) **Related topics** [Configure a workplace service record producer as a Universal Request]() [Create a workplace case from Universal Request]() [Work on a workplace case from a Universal Request]()
| title | Transfer a workplace case created from a universal request |
| description | Transfer a workplace case back to the Universal Request, to another department, or to another service. You can transfer the request with or without providing a resolution. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/transfer-a-workplace-case-created-from-a-universal-request.html |
| release | brazil |
| product | Workplace Case Management |
| classification | workplace-case-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Integration with Universal RequestWorkplace Case ManagementWorkplace Service DeliveryEmployee Service Management |