Outside of the Primary Employee/Contact Case Contact, you are able to add additional Case Contacts if it is helpful in your Case Management.

You are able to add CU employees, or you even able to create new contacts (ie: spouse, family members, etc).

*Click the images below to enlarge.

Adding a CU Employee as a Case Contact

To add a CU employee as a Case Contact to your case, follow these steps:

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

   

6. View Case Contact

   

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

   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
      

6. Redirect to the Case
   Click the Case Number
   

7. View Case Contact