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1. Click the “New” Case Contacts Button

   1. We will identify the “Impacted Employee” before adding the new Transaction

      

2. Search for Case Contact

   1. If you want to only attach to the Contact, click the “Search All Contacts” tab. If you want to pull in employment information to the Case Contact, click the “Search Employment Records” tab.

   2. Search by name, EID, email, etc.

   3. Click the “Next” button

      

3. Identify the Case Contact Type

   1. Since you’re adding a Transaction, you’ll most likely want to choose “Impacted Employee”

      

4. Click on the “New Transaction” Butto

   

5. Determine Transaction Type/Sub-Type/Sub-Sub-Type

   1. Choose the appropriate Transaction categorization

   2. Click the “Next” button

      

6. Add Transaction Details

   1. Conditional fields will display based on the Case Type. Populate as necessary.

   2. Click the “Save” button

      

7. Done. View Transaction on Case Page

   1. Click the Case Number link

   2. View your new manually-added Transaction

      

      
      

Editing

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Transactions

There are two ways to edit Transactions--by individual Transaction record, or by a spreadsheet view.

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