Rejected transfers can be edited and resubmitted via the platform quickly and easily, without having to start the journey from scratch.
Please note, if the issue with the transfer is due to the client's personal details being incorrect on the Soderberg platform, you will need to make the necessary amendments within the Client Details page prior to completing the below actions. See here for guidance on how to do this.
- Log in to the platform and navigate to the Transfers page, or go to the client record and select their individual Transfers tab:
2. Locate the rejected transfer and click on the record to open it:
3. Click on the Actions button in the top right and select 'Review transfer details':
4. Click on 'Edit transfer'
5. You will then be taken in to the transfer in journey which will be pre-populated with the previously submitted details. Here you can make any necessary amendments e.g. the provider, reference number, upload of a different manual form, etc. and then Review the details and Submit it through.
The new transfer record will now show in the Transfers Workbench where you can track it through to completion.