Assign case and investigation work

#Page purpose

Allocate unassigned or overloaded case and investigation records using visible workload and responsibility context.

#Before you start

• Sign in as litigation managers and investigation supervisors and confirm WatheeqTech shows /lex/cases/control/assignment; hidden controls indicate that your account lacks the required permission.
• Know the organization scope, status and urgency of the work you need to find before applying filters or saved views.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Prioritize the work

   Filter the assignment queue by domain, team, priority and deadline, then review current ownership and workload indicators.

2. 2
   Process the right item

   Choose an eligible assignee whose role and capacity match the record, and record the reason when reassignment changes ownership.

3. 3
   Clear the queue safely

   Confirm the source record, workload summary and control queue all show the new owner without leaving a duplicate assignment.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.