...

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

   Image Removed

6. View Case Contact

   Image Removed

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

   Image Added

Adding a Non-CU Affiliate Case Contact

...