Skip to main content

Assigning Presets to Specific Location Within Your Organization

Case presets let your team reuse the same saved case settings without each provider creating their own copy. You can make a preset available across your entire organization or limit it to specific location. This article walks you through how to do that.

Written by Miranda Moquist

🌟Before you begin🌟

You must be an organization admin to assign a preset to the organization and manage organization presets.

If you haven’t created a preset yet, save settings from an existing case or select Build preset using fake case on the "org preset" page.

Assign an existing preset to your organization

  1. Open Org Presets from the Xchart Case Manager dashboard.

  2. Find the preset you want to share and select Show Details.

  3. Select Change owner.

  4. Under Owner, select The organization.

  5. Select Save.

The preset is now owned by your organization and available for your team to apply to cases. Organization admins can edit or delete it.

Choose where the preset is available

Organization presets are available at all locations by default, including locations you add in the future.

To limit a preset to specific locations:

  1. On the Presets page, find the organization preset and select Edit.

  2. Under Availability, uncheck Available at all locations.

  3. In the location picker, search for and select the locations you want to include.

  4. Select Use selected locations to confirm your selection.

  5. Select Save back in the preset editor.

Selecting a location includes all rooms at that location. The preset will appear when applying presets to cases assigned to those locations.

You can update the selection later using Change locations. To make the preset available everywhere again, check Available at all locations and save.

Additional Preset Resources:

How to Create a Preset

How to Assign a Preset While Mid Case

How to Edit or Modify an Existing Preset

Did this answer your question?