Assigning a Case to a Work Group
1. Users will need to be on step 6 of the filing stepper, the ‘Summary’ step.
![](/wp-content/uploads/2023/07/assigntogroup1.png)
2. Within the “Next Steps’ section, under Assigned to Person, click the single person icon and select ‘Work Group’ from the drop down.
![](/wp-content/uploads/2023/07/assigntogroup2-1024x391.png)
3. Users must select a work group that they have access to from the first drop down. To the right of the work group name, users can either select a specific person within that group OR choose pending assignment.
![](/wp-content/uploads/2023/07/assigntogroup4.png)
4. After the case has been assigned, click ‘Save’
![](/wp-content/uploads/2023/07/assigntogroup5.png)