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Table of Contents

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  • The listing can be sorted by each of the column names

  • From here you can view a case (by clicking on the blue highlighted case number), search for an employee record, create a new case, change the case owner, and open up a view of the case details that can be printed out

  • You can also access reports and dashboards using the navigation tabs

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  • This will bring up an overlay will all employment, personal, and contact information that will be copied to the Case Contact.

  • At the top is the only required field, Client Status Type.

  • When all information looks correct, click Save to add the Employee as a Case Contact, or click Save & New to add additional Case Contacts.

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