Bulk Assignment Matrix - Configuring which Providers handle which categories of Cases
For Case Administrators, often depending on either hospital rosters or the availability of particular case workers, you may wish to set up which providers are the default assignee for new cases of a given category.
The functionality below requires Can assign cases to others and Case administrator.
Note that this only applies to case categories, where the assignment is By Category & Location. Locations must be Enabled for Cases.
Assign a case worker to a given location, category
Here, the Bulk Assignments user interface allows you to configure which providers are configured.
To assign your first provider, find the case category in the table and click on the dash, to choose which case worker is best suited.
To remove, simply repeat the process and clear your selected case worker.
Viewing the current configuration
The bulk assignments matrix shows both locations and case categories. Individual cells show provider initials and, in parentheses, the number of open cases.
| Cell colour definition |
| Blue: Has a provider, but no open cases; |
| Orange: No provider and no open cases; |
| Red: Open cases, but no case worker. |
Selecting Compact shows location names, while Expanded shows location descriptions.
For cells with open cases, the text is clickable, enabling you to change or define the assigned provider.
Reassigning case categories in bulk
The Bulk Assignment tool is used to change the assignment of a provider to one or more locations and select one, or more, case categories. From the All Cases screen, select Bulk Assign Cases to Others.
In the Select Provider field, select a provider and then click Next.
The Current Assignment panel displays the current assignment of location and case categories. To remove these assignments, click Remove Current Assignment.
To change an assignment, in the Change Assignment panel, select one or more locations in the Change Assignment panel and then click Next.
Note that only locations with the "Enabled for cases" setting of "Yes" will appear as a selection.
In the Case Categories panel, select one or more case categories for each location, as needed, then click Assign Selections.
