Assigning a Proactive Case Owner and Changing Status
To assign a proactive case owner, follow these steps:
Use the Proactive Case Manager table in My AIM
Home or select Proactive Case Mgr in the AIM navigation area. Proactive
Case Manager appears.
Click the Synopsis link for a proactive case. The
Proactive Case page appears providing more detailed information. For
more information about the Proactive Case details page, see Proactive Case Detail Description.
Select the user to whom to assign the proactive case from the
Owner drop-down list box.
Select the proactive case status for the proactive
The owner column in the Proactive Case Manager table displays
the case owner with the status in parentheses ( ).
Click Save Changes. The proactive case owner user
name is saved in the AIM database.
Select Proactive Case Mgr to see the new owner
in the Proactive Case Manager table.