Path: Main Menu > Admin Tools Menu > Case Role Setup
About
Case Roles allow for staff members to be assigned to multiple Case Assignment categories. Typically, the Case Assignment section on the Face Sheet contains four Case Role drop-down menus. However, it is possible to add additional Case Roles to the Face Sheet. A Case Role must have one or more User Roles assigned to it. Staff associated with that User Role will appear in the Face Sheet Case Role drop-down menus.
Add a New Case Role
- Navigate to Case Role Setup by following the path above.
- Click New.
- Enter a Team Role Name.
- Click into the User Roles field and select one or more User Roles from the drop-down menu.
- (Optional) Select the Allow More than One on Team checkbox if you want your staff to be able to select more than one person on the Face Sheet for that particular Case Role.
- Click Update.
Example
Example of new Case Role drop-down menu on Face Sheet that allows you to select one staff member:
Example
Example of new Multi-User Case Role drop-down menu on Face Sheet that allows you to select multiple staff members:
