Assigning personnel to a case

You can add one or more users to the Assigned personnel section in the Case Edit 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.

To assign personnel to a case:

  1. Open an existing case.
  2. In the Assigned personnel section click Add.
  3. In the search box, type a user name, officer ID or email address, and press Enter or click the search button ().
  4. Select the check box for the user that you require and click Add.
  5. (Optional) Click Remove to remove any personnel that are no longer required.
  6. Click Save.
    The selected personnel are now assigned to the case.