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Assign a Team to a Case
Updated over 6 months ago

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.

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  • 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.

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