Assigning personnel to a case

2022-04-12Last updated

You can add one or more users to the Permissions section in the Case page to track who was involved in a case or incident.

What you should know

You can only change the assigned personnel for a case if you have the edit permission level for that case.

Procedure

  1. From either the Search or Home page, open a case.
  2. In the Permissions section click Add ().
  3. Choose to add an existing user, or invite a guest user.
  4. In the search box, type a user name, officer ID, or email address, and press Enter or click the search button ().
  5. Select the check box for the user that you require and click Add.
  6. (Optional) Click Remove to remove any personnel that are no longer required.
  7. Click Save.
    The selected personnel are now assigned to the case.