Work Assignments
This screen allows you to assign work items from one worker to another. The work items are cases or resources in a worker's workload. You can assign a worker's entire workload or just assign specific items in the workload. If you want to move work items to a different organization, you transfer the work items. When you transfer work items, the organization becomes the primary owner of those work items.
The system initially assigns cases and resources automatically. Subsequent assignments and transfers are performed manually.
Click select to view or change the assignment of the work item.
Click transfer to transfer ownership of the work item to another organization.
Click Assign to assign the selected work items to another worker or supervisor.
View worker assignments and roles
Assign a work item or workload
Change a worker's role on an assignment
Transfer a work assignment
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