Edit or Assign Workers on a Case

Here is how to edit or assign workers on a case. 

• Navigate to any tab in the open case.
• Click on the drop-down arrow next to the case status.
• 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.
• 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.