Assign Cases to Another User

NOTE: This feature is available only in implementations that have case sharing enabled. This feature is not available when using the ForeSight desktop Console.

This feature is available in the Case Management toolbar on the Cases and Folders pages.

1. On the left, click the Case Management navigation button to open the Cases page.

2. If the cases are stored within a single folder, click the Folders navigation tab and then click a folder name link to display only the cases that are in the selected folder in a Case Management grid on the Folders page. Otherwise, skip this step.

3. In the left column of the Case Management grid, select the check box for each case you want to assign to another user.

4. On the Case Management toolbar, click the Assign button to go to the Assign To dialog box.

   

5. In Search for User, type the user name to assign the cases to and press Enter or click the button.

6. In the grid under User Name, click the name of the user to whom to assign the selected cases. This initiates the case assignment.

   ForeSight changes the user name for the case to the assigned user, closes the Assign To dialog box and updates the case list. Click Close on the confirmation dialog box. The assigned cases no longer appear in your case list.