There are multiple ways to assign a pro bono advocate to a case/matter. * The traditional way to search for and assign a pro bono advocate to a case * Matches pro bono user profiles against case information to focus the list of possible advocates * Use this method if you want to track Assignment Attempts * Can be placed on intake and auxiliary forms * Short and quick if you know the name of the pro bono advocate you want to place the case with * Can be used instead of, or in addition to, the standard Recommend Pro Bono page * Static page that is used to transfer the primary assignment on a case, or make an Additional Assignment * The Additional Assignments section can include a "Show Pro Bono Users?" checkbox * The checkbox must be enabled on the Admin > Process Settings page Assigned during an Organization Assignment Related: If you are looking for a way to assign a firm (organization) to a case without assigning a specific pro bono user, the Create Organization Assignment block may be useful. |
|
|