05. How to Edit or Delete a team in Case Management

1.   To edit or delete a team, first you have to click on 'Case Workers' icon from the left navigation Panel. It will take you to worker directory main page, where you will find all the teams and workers of the organization.

2.   Select any team you want to edit or delete from the team list.

 

3.   It will take you to the Team details screen. 

• Delete: Click on the delete icon to delete the team. All the resources inside the team will automatically move out to the team.
• Edit: Click on edit icon to to change the name, status, description or resources in the team. It is explained in the next screenshot.

 

4.   When you click the edit icon you will land on the editable team information page. where you can edit the name, status, description of the team.

5.   you can check and uncheck workers you want in your team by simply clicking on them. 

6.   Click 'Save' to save the changes you create in your team.