Adding Participants Manually
You are able to manually add Participants to a Case. If you have a large group of participants, it is recommended to use the Attendance Form feature of a Case--this allows people to “sign in” which will automatically add them as a Participant to the Case.
To manually add a Participant to a Case, follow these steps:
On the Case record page, click the New Case Contact button
You can search/filter for the Participant in a variety of ways:
By name, EID, email, etc
By Department
By searching inactive employees
By searching other campuses
Once you have found the Participant:
Click on the radio button next to their name
Click on the Next button
