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.
1. The team leader of receiving team will automatically be assigned as the Case Manager.
  1. Florida Districts Only - The chair of the receiving team will automatically be assigned as the Case Manager.
Scroll to the bottom of the page and click Save Changes.

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.

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