Mobius User Guide

Published Date: November 24, 2017
Bookmark this page

09 Integrated Case

Change the Integrated Case Owner/Supervisor

Only the case owner or case supervisor can close an Integrated Case. All components of an Integrated Case must be completed or canceled before the Case can be closed.

Change the Integrated Case Owner 

Anchor Point: Integrated Case

  1. Select the Administration Tab.
  2. Select New Owner.
  3. Select the magnifying glass.
  4. Enter the search criteria.
  5. Select Search.
  6. Click Select next to the user's name.
  7. Select a reason from the Reason drop down menu.
  8. Select Save.

Change the Integrated Case Supervisor 

Anchor Point: Integrated Case

  1. Select the Administration Tab.
  2. Select New Supervisor.
  3. Select the magnifying glass.
  4. Enter the search criteria.
  5. Select Search.
  6. Click Select next to the user's name.
  7. Select a reason from the Reason drop down menu.
  8. Select Save.