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Using Assignment Manager to Manually Assign Organizations to Cases

When you manually assign organizations to cases by selecting the organizations in the Organization field of the case record, the organizations that you can select are not restricted.

Administrators can set up Assignment Manager to automatically assign organizations to cases at time intervals that they configure. However, Assignment Manager assigns only the organizations that satisfy the criteria that the administrators set up. If you do not want to wait for Assignment Manager to automatically assign organizations to a case, then you can manually implement Assignment Manager processing for the case. When you manually implement this processing, the organizations that you can assign to the case are restricted to the organizations that satisfy the Assignment Manager criteria.

You might manually implement Assignment Manager processing to avoid individually selecting numerous organizations in the Organization field. After you implement this processing, you can delete the existing organizations in the Organization field or select other organizations in this field. For more information about Assignment Manager, see Assignment Manager and Siebel Public Sector.

This task is a step in Process of Developing Cases.

To use Assignment Manager to manually assign organizations to a case

1. Navigate to the Cases screen, and then the Case List view.
2. Select the case to which you want to manually assign organizations.
3. In the menu that appears when you click the cogwheel icon in the case form, select Assign.

   The dialog box for Assignment Manager organizations appears showing the appropriate organization records for the selected case. The criteria that administrators set up for Assignment Manager determine the organization records that appear.

4. In this dialog box, select the primary organization for the case.
5. Click Assign.
6. In the menu that appears when you click the cogwheel icon in the case form, select Save Record.

   In the dialog box for the Organization field of the case record, any previously selected organizations are cleared and replaced with the same organizations that appear in the dialog box for Assignment Manager organizations. The organization that you select in Step 4 appears as the primary organization for the Organization field.