Assign a case to a financial mentor

Each case can be assigned to a financial mentor. Assignment determines which financial mentor the case and sessions are attributed to in the reports.

For example, when a manager filters a report by financial mentor, the cases assigned to the chosen mentor will be counted in the report.

Assignment of a case to a mentor is done on the Create a new case form. 

Once assigned, the mentor Assigned to the case will appear on the Case page.

Note: Additional financial mentors can be granted access to a client record where necessary. This is useful if you need another mentor to cover for you when you cannot attend the mentoring session yourself.