To reassign ownership of an estate management case

The procedure to reassign ownership of an estate management case is as follows:

1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
3. With the Summary tab in current focus, click on Case Actions. The Case Actions window is displayed.
4. Using the Select action drop-down field, select the specific status progression value of Reassign Case.
5. Click on Next. The Case Assignment window is displayed, revealing the current owners of the estate management case.
6. Using the New user drop-down field, multi-select all desired user accounts to whom the estate management case will be reassigned, or choose the All option, as required 1.
7. Using the New role drop-down field, multi-select all overarching roles, representing a wider subset of user accounts to whom the estate management case will be reassigned, or choose the All option, as required.
8. Using the Reassignment reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of estate management case ownership 2.
9. Use the Reassignment notes field to add contextual data in relation to the change of estate management case ownership.
10. Click on Save. The Assigned to field reflects the user accounts and roles chosen for the estate management case reassignment.

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 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 These custom values can be populated by the end user via the general lookup parameter entitled System Case and Task Ownership Reasons.

See related topics...

Estate management case progression activity overview

To take ownership of an estate management case

To place an estate management case on hold

To release an estate management case currently on hold

To define a general lookup parameter value

Using the search facility