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Create Assignment Block

Allows creating an assignment on an existing case/matter, optionally entering a case note and uploading files, and optionally emailing the note and any uploaded files.

Displays a search and select box for the caseworker that searches staff and pro bono users.

Often used to make pro bono assignments to cases when staff already know which pro bono user they want to place the case with. Fewer steps than the Recommend Pro Bono Attorney process.

Note: This block cannot be used on the first step of a prescreen or intake process; the case/matter must already exist.

Configuration Options

* Default Assignment Type
* Default Office
* Default Program
* Always Show Program as a Lookup
* Options to change the default subject line of the note that can be added, and the text appended to an email if the note is emailed.