Assigning Cases

Cases are assigned (shared) at the folder level.

Prerequisites

• Each user that wants access to other users cases must first enter their Nickname in Preferences. See Setting Your System Preferences for instructions.
• The folder properties need to include the users to which the cases will be shared. See Revising Folder Properties for instructions on adding user nicknames for sharing.

Assign cases

On the Case Management page:

1. On the Go To menu, click Cases.

   -or-

   On the Home page navigation pane under Case Management, click Case List.

2. In the Case Name column of the Case Management grid, select the check box for each case you want to assign to another user.
3. Click the Assign Cases button.

   The Assign To page appears over the dimmed Case Management page.

4. In the User Name column, click the user nickname to which you want to assign the case.

   -or-

   To find a user:

   1. In Search for User, type the user nickname and click .

      The system jumps to the user nickname in the list.

   2. Click the user nickname to assign the case to.

   An Assign To status message indicates whether the cases were successfully assigned.

5. On the status message, click Close.

View cases assigned to you

On the Case Management page navigation pane, click Shared Cases.

Notes:

• You cannot change a case another user shared with you. However, you can open the case and use the Save As link to save the case under a new name and folder location where you can edit the duplicate case.
• When the original owner changes or deletes the shared case, the case will be changed or deleted in your Shared Cases view.