6.3 Assigning Case
You can assign cases from the Case List page, the Case Summary, or by using Take Action. This section describes how to assign cases or reassign ownership to different users or user groups.
- If a case's initial analysis reveals an issue that should be reviewed by another user, reassign such cases to the most appropriate user or group of users.
- It is also possible to retain ownership of a case while assigning it to another user to handle part of the investigation.
- The list of a user or group of users available based on user role and case type.
- The Auto Assignment option enables you to automatically assign an owner or case assignee for a case through pre-defined rules.
- There are two types of assignment:
- Case Owner: this user has defaulted to a user or user group on the creation and the user can modify the same during the case investigation. The ownership means the user is responsible for the case investigation.
- Case Assignee: this user is responsible for the investigation and resolution of cases. For example, User A is the owner of the case-1 and User B is the assignee of the case, then any action that has been taken on the case will have and assignee as the user taking the action and audited.