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How to Update a Responsible Person on a Task on Case Card

  • Updated

To update a Responsible Person on an existing Task on the Case Card, head over to the Activities-view.

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Click on Details.

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The following dialog will appear.

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Click on the Responsible Person field.

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Select a Responsible Person you want from the list, the options are as follows:

  • The Client(s)
  • The Case Manager(s)
  • The Case Participant(s)
  • The Case Opponent(s)

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Click the Close button and you are done.

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Notes:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.

2. The User assigned to the Task can make changes and mark it as completed, but unable to delete it.