Unassigned Cases let teams create cases before a specific clinician is assigned, while keeping visibility and ownership clear based on team membership and permissions.
This helps teams start cases sooner, reduce routing confusion, and keep unassigned cases visible to the right teams.
This article explains who can create unassigned cases, how assignment works, how to assign several unassigned cases at once, and how to find and manage unassigned cases.
What is an Unassigned Case?
In CoVet, an “Unassigned Case” is a case that:
Is created without being assigned to a specific user
Is owned by a specific team
Can be assigned or reassigned by team members at any time
Unassigned cases are typically used when:
A case needs to be created quickly during intake or triage
The responsible clinician hasn’t been assigned yet
Multiple team members may take ownership depending on availability
Who Can Create Unassigned Cases?
How a case becomes “Unassigned” depends on your role.
Support Users
Support users can create new cases, but cannot own cases.
When creating a new case, you can either:
Assign it to a team member
Leave it Unassigned
If you leave a case unassigned, you’ll be asked to select which team the case should be visible to.
Essentials and Unlimited Users
When creating a new case, it is automatically assigned to you.
To make it unassigned, click on your name and use the Assign To button in the top bar to change the assignment to “Unassigned.”
Assigning and Reassigning Cases
Once an unassigned case exists:
Any member of the owning team (veterinarians, RVTs/technicians, managers) can:
Assign the case to themselves
Assign the case to another teammate
Reassign the case if ownership changes
Assignment happens directly from the Unassigned Cases view.
Once a case is assigned:
It behaves like a standard assigned case
All case actions become available based on the user’s role and permissions
Assigning Multiple Unassigned Cases at Once
You can assign several unassigned cases to the same teammate in one step, instead of assigning each unassigned case one at a time. This is useful during busy periods or triage, when many cases need to go to the same clinician.
Open the Unassigned Cases panel from the Cases page.
If you belong to more than one team, filter the panel by team. You can assign unassigned cases together only when they belong to the same team.
Select the unassigned cases you want to assign, or use Select all.
Select Assign [number] cases and choose the teammate who should receive them.
Select Save.
CoVet confirms how many cases were assigned. The assigned cases leave the Unassigned Cases list and the case count updates.
Platform | How to select unassigned cases |
Web | Hover over a case to show its checkbox. Once you select one case, the checkboxes stay visible on every case. |
iOS and Android | Tap Select to show a checkbox on every case. |
Good to know when assigning several cases
Change one case: You can still use the Assign button on a single case. A teammate picked for one case replaces the group choice for that case.
Undo a pick: Select Undo on a case to clear its assignee before you save.
Some cases have no assignee yet: When you save, CoVet asks whether to assign them now or save without them.
Closing before saving: If you close the panel or open a case with unsaved assignments, you can keep editing, discard your changes, or save and close.
A case could not be assigned: That case stays selected so you can try again.
Viewing Unassigned Cases
Unassigned cases are accessible from a dedicated Unassigned Cases bottom sheet on the Cases page.
This view shows:
Only unassigned cases that belong to your team(s)
Clear indicators for team ownership and creation date
Cases you don’t have permission to see will not appear.
Finding The Right Unassigned Case
Within the Unassigned Cases view, you can quickly find the case you need by:
Searching by case name
Sorting by creation date
Filtering by team (for users in multiple teams)
This helps teams route cases efficiently during busy periods.
Role-Based Actions and Restrictions
Until a case is assigned, some actions may be unavailable depending on role and permissions. For example, support users can’t generate templates until a case is assigned.
Assigned team members:
Have full access to case actions based on their role
Can generate documents and complete case workflows once assigned
This keeps workflows clear and prevents actions from happening before ownership is established.
Need help?
If you have any questions about unassigned cases, contact us at [email protected].