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1. Click on New Case Contact

   

2. Search for employee

   1. You can search by name, email, EID, etc.

   2. You may need to check the Include Inactive Employees or Include All Campuses to expand your search

   3. Select the radio button for the applicable employee and employment record

      

3. Click Next

   

4. Identify the Case Contact Type

   1. You can only have one Primary Employee/Contact, but you can select from the drop-down any of the other options (HRL, Supervisor, etc).

   2. You don’t need to touch any of the copied bio/employment data.

   3. Click Save

      

5. Redirect to the Case
   Click the Case Number

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6. View Case Contact

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7. You’ve successfully added a new Case Contact
   Click the Case number to go back to the Case record page.

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Adding a Non-CU Affiliate Case Contact

1. Click on New Case Contact

   

2. Click on the Search All Contacts tab

   

3. Click on the Create New Contact button

   

4. Add Case Contact Details

   1. Only Last Name is technically required, but you can add any applicable known information

   2. Click the Save button

      

5. Identify the Case Contact Type

   1. You can only have one Primary Employee/Contact, but you can select from the drop-down any of the other options (spouse, husband, wife, child, etc.).

   2. Click Save

   Redirect to the Case
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6. You’ve successfully added a new Case Contact
   Click on the Case Number
   View Case Contactto go back to the Case record page.

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Reassigning a Case Contact

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