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Edit or Assign Workers on a Case
Edit or Assign Workers on a Case
Updated over 6 months ago

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.

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  • A pop-up window will appear.

  • Change the new worker by choosing the name from the corresponding drop-down menus.

Screenshot 2023-10-02 at 6.00.35 PM.png
  • 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 β€œa” on your keyboard. This will open the Edit Assignments window.

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