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Reassign a case

A drafter has the ability to reassign a case to another drafter if required.

To do this, follow the steps below.

  1. Sign into eCase. Refer to the How to Sign into eCase section.
  2. Go to your Workbasket and click on the Manage link, in the Actions column, on the case you would like to reassign.
  3. On the Create Draft tool bar, select the Reassign button. The Reassign pop up window appears.
  4. Select the new drafter by clicking on the drop down arrow in the Drafter field.
  5. Optional. Select the Email Assignee tick box to send an email to the drafter you have selected.
  6. Optional. If you would like to copy other people into the notification email, click on the CC Recipients tick box. Additional fields will become available. The Team allocated in the Case Details screen will automatically be populated in the Include People From Teams area.

    email cc options
    In the CC area, click on the drop down arrow to select the people in the chosen team.

    NOTE you can select other teams using the Include People From Teams drop down arrow. The new people will then be available in the CC area for selection.
  7. Optional. Add a comment that will appear in the Notes section of Case Details.

    Add comment field

    NOTE if you have used the [[CASE_NOTE]] mail merge field in the Case Assignment Notification email template, the comment added in the Add Comment field will be added to the email sent to the recipient.
  8. Click the Submit button.

    The case will have moved from your Workbasket to the allocated drafters Workbasket. The case will have a Manage link in their Actions column.

    NOTE The new drafter will also see the Reassign button when they click on the Manage link and go to the Case Details screen. They can reassign back to another drafter if needed.