IEX Changing collectors assigned to customers and work items

Hello IEX experts,

What is the definitive process for changing collectors when IEX is being used?

Here is the process that we currently follow

1) Ensure that employee is a resource with IEX specified roles

2) Ensure that employee - collector has the appropriate collection responsibilities

3) replace employee on existing collector code/name. Before IEX, multiple collector codes were defined to segregate customer segments and are assigned to the same employee

4) Go to Collector Reassignment form and populate FROM (old collector) and TO (new collector) with start date, but no end date (if permanent re-assignment)

5) New collector go to their strategy work items and manually update the 'collector' to their name.