Assign a Case

Before a decision can be made on a case, it must be assigned to a user. To assign a case:

1. Hover over the case.
2. Click Assign Case under the Assignee column.

3. In the Search field, enter the user’s name and select them from the list.
4. Once assigned, the user’s name appears in the Assignee column.

All users on the RiskOS™ Dashboard can see case assignments, ensuring transparency and collaboration.

Unassign a case

To unassign a case, hover over the case and click Unassign under the Assignee column.

Assign multiple cases

1. Select the cases using the checkboxes.
2. Click Assign to.
3. In the Search field, enter the user’s name and select them from the list.