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The process to add additional Case Contacts is explained in “Adding Adding Additional Case Contacts.”.

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Files Section

This section shows all the files related to the case. Files are added in three ways:

  • Manually: The Leave Coordinator can manually add files to a case by drag-and-dropping.

  • From Employee’s Email: If an employee attaches a file to their email, it will get saved in the Files section.

  • From Leave Coordinator’s Email: If the Leave Coordinator attaches a file to their email, it will get saved in the Files section.

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Emails Section

This section shows all emails sent and received related to the case. Clicking into the emails will show more details (ie: recipients, content, attachments, etc).

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Case Notes Without Emails Sections

This section is where you can see the history of general case notes, phone calls, in person meetings, etc.

You can add a Case Note like these in Adding a Case Note.

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Case Notes Section

This section compiles all emails, general case notes, phone calls/in person meetings/etc. This allows you to see all case updates/activities chronologically.

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Open Activities Section