Feature available on CASEpeer Advanced
How to apply Office Suite Reporting to an individual or to multiple cases from the Open Cases Report.
From the Open Cases Report
Navigate to the Open Cases report.
Select the cases by checking the box next to each case name.
Click the menu option at the top of the report and select Assign Office.
A pop-up window will appear showing the selected cases.
Select an Office from the dropdown menu.
Select Assign.
The cases will now be available in Office Suite Reporting.
From a case
Navigate to a case and select the dark green dropdown arrow on the right.
Select Edit Assignments.
Select the Office dropdown and select the desired office location.
Click Save.
The case will now be available in Office Suite Reporting.