Assign a Team to a Case

If you have Teams activated, here are the steps to assign a Team to a case.

• Navigate to a case.
• Click 'a' on your keyboard, the Workers header, or the arrow next to the case status on the upper right corner of the screen.
• Select Edit Assignments.

• A pop-up window will appear.
• Click the Team drop-down menu and select the desired team.  

• Click Save. 
• The assigned team will be reflected in the case index below the case name and the date of loss. 

NOTE: Selecting a team in the Edit Assignments pop-up will not auto-populate the assigned workers for that team, it's for reporting purposes.