Case Assignments

Only certain staff will have permissions to add / remove assignees.

The top area will show who the case is assigned to. The case can be assigned to more than one individual.

Add an Assignee

  1. Click in the Assignee box.

  2. Type of the name of the individual you would like to assign (you must have permissions to re-assign cases for this to be available).

  3. Select the name from the list.

  4. When you are done adding the name(s), select Save Changes.

Remove an Assignee

  1. Click the x in front of the assignee you would like to remove. Be sure that the assignee box is not empty.

  2. Select Save Changes.

Owner

The owner field can be used to add additional staff to the case.

For example a supervisor of an area may want to see the list of all cases for their staff. If they are added as the case owner they can use the Case owner filter to see the full list of cases for their area.

You could also use the owner field as the person who is in charge of taking care of the case.