Assign a care team case in Care Team Mobile

task australia Updated Sep 24, 2026 1 min read cto-mobile-assign-care-team-case.md
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Assign an unassigned care team case to an assignment group and a member of that group so that the right person picks up the work.

Before you begin

Role required: sn_hco.care_team_member

About this task

The Assignment action is available only on care team cases that don't have an assignee. After a case is assigned, use Edit a care team case in Care Team Mobile to change the assignment.

Procedure

  1. In Care Team Mobile, navigate to Track requests > Care team.

  2. Select the unassigned care team case that you want to assign.

    Unassigned cases appear in the All Active tab.

  3. Select Assignment.

  4. In the Assignment group field, confirm or select the group that should own the case.

    The field is filled in with the case's current assignment group, if it has one.

  5. In the Assigned to field, select an active member of the assignment group.

    Note: The list shows all users, not only members of the selected group. If you select someone who isn't an active member of the group, the assignment is rejected when you submit it.

  6. Select Assign case.

Result

The case's assignment group and assignee are saved, and the Assignment action no longer appears on the case.

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