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Dispatch Case

Dispatch cases to other projects or teams. Move cases between projects when ownership or handling team changes.

Dispatching a Case​

  1. Open case
  2. Click Dispatch Case (or similar option)
  3. Select target project
  4. Choose new assignee
  5. Add dispatch notes
  6. Confirm

What Happens​

When dispatched:

  • Case moved to new project
  • New team takes ownership
  • Original team notified
  • History maintained
  • Case ID unchanged

Dispatch Scenarios​

  • Escalation — Move to senior team
  • Transfer — Switch to different project
  • Handoff — Team change
  • Reassignment — Different department

Dispatch Workflow​

  1. Original team wraps up
  2. Dispatch case to new project
  3. New team reviews case
  4. Case continues in new project
  5. Full history available

Notifications​

Notified parties:

  • Original assignee
  • New assignee
  • Project managers
  • Stakeholders

See Also​