Assigning cases

Purpose

Assign or reassign cases so the right person owns the work.

Who can assign

• Admins can assign any case to any facilitator.
• Facilitators can:
  • Self-assign open referrals from the inbox.
  • Reassign their own cases to another facilitator (with a reason).
• Teachers cannot assign cases.

How

1. Open the case.
2. Assignment → Change.
3. Pick the new facilitator.
4. Add a short reason (audit-logged).
5. Save.

The new owner receives an in-app notification and an email. The previous owner receives a notification confirming the handoff.

Co-facilitators

For complex cases involving more than one staff member:

1. Assignment → Add co-facilitator.
2. Pick the additional user.

Co-facilitators have the same edit rights as the primary; only one is the "owner of record" for reporting.

FAQ

Can I bulk-reassign cases (e.g. when a staff member leaves)? Yes — Administration → Users → ⋯ → Reassign cases. Choose the new owner.

Does the teacher see who the assigned facilitator is? Yes, on the case in their portal.

Related

• Creating cases
• Roles & permissions