In Case Tracker, transferring cases from one manager to another is easy.
There are various ways to transfer cases from one case manager to another.
Note: A user must have permission to transfer cases. Learn more about user roles and permissions: Set Up User Roles and Permissions
Assign a Manager to a New Case
To assign a manager to a new case, click on the All Cases Tab on the Left Navigation Menu.
Click the New Case Button at the top right.
Once you have entered parties and witnesses, incident details, and selected a case procedure, you can assign someone to manage the case under Case Assignment.
On the Case Assignment Screen, click the Add Button on the top right of the table to add a Case Manager.
Transfer an Existing Case
There are two ways to transfer a case from one case manager to another.
1. From the My Cases Tab
Open the My Cases Tab on the Left Navigation Menu.
Click the transfer button to the right of the case that you would like to transfer to a new manager.
2. From the Users Tab
Open the Users Tab on the Left Navigation Menu.
Click on the name of the user that you would like to view and transfer cases from.
On the Manage User page, you will find a list of all their assigned cases.
Select the cases that you would like to reassign, then click Transfer Cases on the top right of the table. In the pop-up window, select the user who you would like to transfer the cases to.