How to Transfer an Existing Case to a Different Team
Learn the steps to transfer an existing case to another team.
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User Permissions
User must have Manage Cases permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select a case by clicking the three-dot Vertical Ellipsis to the right of the case and select View.
- Select Edit Initial Details.
- Click the down arrow of the Team dropdown.
- Select the team you want to transfer the case to.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Florida Districts Only - The chair of the receiving team will automatically be assigned as the Case Manager.
- The team leader of receiving team will automatically be assigned as the Case Manager.
- Scroll to the bottom of the page and click Save Changes.
Alternative Method
- Log into Case Manager.
- Select Cases tab at the top of the screen.
- Select the case of your choice by clicking the vertical ellipsis to right of the case and select Transfer to Team.
- In the pop-up, click the down arrow of the Select Team dropdown.
- Select a team and click Transfer.
The original team will no longer have access to the case as it is now transferred to the new team.