Content Comparison

Transactions document the specific requests/transactions of the case. To add a new Transaction, the related “Impacted Employee” Case Contact must be added first. To add a Case Contact and then a Transaction, follow these steps. If your Impacted Employee Case Contact is already on the case, you can skip to step 4.

1. Click the “New” Case Contacts Button

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

      Image Added

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

      Image Added

3. Identify the Case Contact Type

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

      Image Added

4. Click on the “New Transaction” Button

   Image Added

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

   1. Choose the appropriate Transaction categorization

   2. Click the “Next” button

      Image Added

6. Add Transaction Details

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

   2. Click the “Save” button

      Image Added

7. Done. View Transaction on Case Page

   1. Click the Case Number link

   2. View your new manually-added Transaction

      Image Added