The procedure to allocate an owner to a home buy case is as follows:
- Prerequisite procedural steps are covered separately in the topics To start a new home buy case via a contact record and To start a new home buy case via a contact group. Refer to these before proceeding to step 2.
- With the Case Assignment window displayed, using the combined New user and New role drop-down fields, multi-select all desired users and overarching roles, representing the subset of user accounts to whom the home buy case will be assigned, or independently choose the All option, as required
1 
1.
- Using the New manager (user) drop-down field, select the user account to whom managerial responsibility for the home buy case will be assigned 2.
- Alternatively, using the New manager (role) drop-down field, select the desired role representing the subset of users from which managerial responsibility for the home buy case will be determined.
- Click on Save. The Home Buy Case Details window is displayed, ready to progress all activities pertinent to the new home buy case.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
Note
1 This option is only activated in the instance where no allocation rules have been defined for the overarching home buy scheme.
2 The subset of user accounts is compiled from those having Responsible status for any security group where the ascribed owners are identified as members.
See related topics...
Home buy case management overview
To start a new home buy case via a contact record
To start a new home buy case via a contact group
