Canvas Guides (en)Canvas GuidesCanvas Admin Guide Field Admin Console - Classic InterfaceHow do I transfer a case to another field admin in the classic Field Admin Console?

How do I transfer a case to another field admin in the classic Field Admin Console?

If you have more than one field admin at your organization, you can assign cases to other field admins.

This lesson describes how to use the home page of the classic interface of the Field Admin Console. You can also use the new interface of the Field Admin Console.

Open Case

To open a case, click the Case Number link.

Transfer Case

Transfer Case

In the Transfer To drop-down menu [1], select the field admin you want to receive the case [2].

Save Case Details

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Click the Save Case Details button.