How do I transfer a case to another field admin in the classic Field Admin Console?

Document created by Canvas Doc Team Employee on Oct 7, 2017Last modified by Canvas Doc Team Employee on Jul 13, 2019
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If you have more than one field admin at your organization, you can assign cases to other field admins.

This lesson describes how to use the home page of the classic interface of the Field Admin Console. You can also use the new interface of the Field Admin Console.

Open Case

  Open Case

To open a case, click the Case Number link.

Transfer Case

Transfer Case

In the Transfer To drop-down menu [1], select the field admin you want to receive the case [2].

Save Case Details

Submit comment

Click the Save Case Details button.

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