Adding Participants Manually

You are able to manually add Participants to a Case. If you have a large group of participants, it is recommended to use the Attendance Form feature of a Case--this allows people to “sign in” which will automatically add them as a Participant to the Case.

To manually add a Participant to a Case, follow these steps:

1. On the Case record page, click the New Case Contact button
   

   

   
   
   

2. You can search/filter for the Participant in a variety of ways:

   1. By name, EID, email, etc

   2. By Department

   3. By searching inactive employees

   4. By searching other campuses
      

      

      
      
      

3. Once you have found the Participant:

   1. Click on the radio button next to their name
      

      

   2. Click on the Next button
      

      

   3. 
      

Adding Participants with the Attendance Form