Service Plan Ownership

There is a sample service plan ownership strategy which can be overridden by agencies as required. When a service plan is created, the system automatically sets the user who is the case owner of the case in which the service plan was created as the initial owner. Service plan ownership can be transferred. The owner of a service plan can be a user or an organization group such as an organization unit, position, or work queue. If the service plan owner is set to an organization unit, work queue or position, any users who are members of the organization group can work on the service plan. The agency's own service plan ownership strategy can be configured depending on its requirements. For more information on configuring service plan ownership consult Configuring Service Plan Ownership.