Assigning a Case to a Work Group

1. Users will need to be on step 6 of the filing stepper, the ‘Summary’ step.

2. Within the “Next Steps’ section, under Assigned to Person, click the single person icon and select ‘Work Group’ from the drop down.

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.

4. After the case has been assigned, click ‘Save’

---