An "owner" may be assigned to each To-Do List item. The owner feature helps divide the work load between in-house and outsourced tasks or between different specialists within the organization.  It is best to create the Owner List before creating the To-Do List.

1. To access the "Owner Preferences" module select on the EPR system main menu bar and choose "Admin" from the drop-down menu.

2. Select "Owner Preferences"  from the drop-down menu.
    

3. New owners can be created clicking the "Add" button.

4. Create an organization in the first select box by clicking "Add New" or choose one that is already listed.

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5. Choose a Staff Member or other person from the source list (left window) and move the name to the target list (right window). More than one name can be moved at one time to each organization. Use the Add Non-Staff link to enter names of persons who will not have login access to the EPR. Press Enter to create the owner(s).

6. To edit the owner of an organization, choose the name to open the "Edit Owner" window.  Make changes as needed in the Owner Name field and click to "Edit" button to save changes.