To allocate an owner to an estate management case

The ownership for an individual estate management case can be assigned to a specific end user, or simply linked to a role from which a subset of users would be automatically determined, any of whom then being permitted to pick up the case for onward progression. Typically, ownership is assigned within the inspection type definition and then automatically transferred at the point of launching the case. However, where no assigned user or roles have been inherited from the overarching definition, these must be set manually before the resulting case can be progressed.

The procedure to allocate an owner to an estate management case is as follows:

1. Prerequisite procedural steps are covered separately in the topic To manually generate a new estate management case. Refer to these before proceeding to step 2.
2. With the Case Assignment window displayed, using the combined New user and New role drop-down fields, multi-select all desired users and overarching roles, representing the subset of user accounts to whom the estate management case will be assigned, or independently choose the All option, as required 1 1.
3. Click on Save. The Estate Management Case Details window is displayed, ready to progress all activities pertinent to the new estate management case.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 This option is only activated in the instance where no allocation rules have been defined for the overarching estate management inspection type.

See related topics...

Estate management case administration overview

To manually generate a new estate management case