Create a care team case request in Care Team Mobile

task brazil Updated Sep 24, 2026 1 min read cto-mobile-create-care-team-case.md
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Create a care team case request from your mobile device so that the work is defined, prioritized, and routed to the right care team.

Before you begin

Role required: sn_cto.care_team_agent

Procedure

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

  2. Select Create a request.

    The catalog list opens, showing only the Care Team Services catalog.

  3. Select the Care Team Services catalog, and then select Care Team Work.

  4. Fill in the fields on the form.

    Field Description
    Requesting service organization Service organization making the request.
    Assignment group Group to assign the case to.
    Assigned to Care team agent to assign the case to.
    Description Description of the work needed.
    Priority Priority of the case.
    Window start Start of the time window for the work.
    Window end End of the time window for the work.
    Apply request details Option to apply the request details to the tasks and work orders created for the case.
  5. Select Submit.

Result

A care team case is created, and care team tasks are generated for the case from the care team task plan template. A confirmation message appears after the case is created which will list the care team case record number.

What to do next

Assign a care team case in Care Team Mobile

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