Case owner · Safety Case Management

Assign a case and record the next action

Make responsibility, actions and updates visible to the team.

1. 01

   Open the case

   Choose the report from the case queue. Review its category, evidence, existing updates and current assignment.

2. 02

   Confirm the assignment

   Use the assignment controls to select the appropriate queue and responsible person. Save the change.

3. 03

   Record the next action

   Add a clear action with an owner and a due date where appropriate. Describe what needs to be done so the owner can act on it.

4. 04

   Keep the record current

   Record progress and supporting evidence. Update action status when work is complete and review the timeline to check the record.

Screen wording and available controls may vary with your app version and organisation’s permissions. If you cannot find the expected control, ask your administrator or contact the team.