From the Case
- Navigate to any tab in the open case.
- Click on the drop-down arrow next to the case status on the upper right corner of the screen.
- Select Edit Assignments from the drop-down menu.
- A pop-up window will appear.
- Change the new worker by choosing the name from the corresponding drop-down menus.
- Click Save or Save To Linked at the bottom right of the pop-up window.
- Changes will be saved. If you want to see the new assignments, go to the Home Tab of the case to view all the workers.
- All newly assigned workers will automatically receive a notification that they have been assigned to the case. If workers were removed from a case, they will not be notified.
- TIP: To edit workers quickly from any case, click “a” on your keyboard. This will open the Edit Assignments window.