Phase Case to Team and Case Manager | Scribe

    Phase Case to Team and Case Manager

    • Iris |
    • 8 steps |
    • 31 seconds
    1
    Click "Builders"
    2
    Select the **Team** that you will be phasing the case.
    Select the **Team** that you will be phasing the case.
    3
    Click "[[Team]]"
    4
    Click" **Type to filter...**"
    5
    Search for Case Manager's name.
    6
    Click "**Select roles...**"
    7
    Click "**Primary**"
    8
    Click "[[1ˢᵗ]]"
    Click "[[1ˢᵗ]]"