Assigning a Resource

To Assign a Resource

When a new resources is created, the county supervisor receives a notification of the newly created resource and will go into Casebook to assign the resource to a RFCS. All unassigned work can be found on the unassigned tab of the supervisor's dashboard.

• 1. From this tab, supervisors should click the linked name of the resource to be assigned.

• 1. Go to a resource and click “Edit” found on the Smart Bar.

• 1. Scroll down until you see the “Assigned Licensing worker” box.

• 1. Enter the name of the licensing worker you want to assign to the resource in the Assigned Licensing Worker autcompleter text box

  2. Click save. The resource will then appear on the dashboard of the assigned worker

Supervisors can change or delete the assigned worker from this same page. Entering a new name or deleting the name in the Assigned Licensing Worker text box will change the assigned worker or unassign the resource. If the resource is unassigned, it will return to the unassigned tab of the supervisor's dashboard.

History Page

Every time a resource is assigned to or unassigned from a licensing worker, an entry is added to the history page of the resource. On the history page card, the "Create by.." in the header is who made the assignment; the person listed in the main text of the card is who was assigned the resource.