Follow this procedure to access a customer's case from the Caseload view and to edit case information for that customer.
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Step |
Action |
|
1 |
From the Caseload view, click the customer's name whose information you want to edit. |
|
2 |
Using the tabs at the top of the Case Detail (Case At A Glance, Skill Development, Plan Development and Alternative Plan), navigate to the area of the case that contains the information you want to edit. |
|
3 |
Click the 'Edit' button next to the section you want to edit. |
|
4 |
Make the necessary changes in that section. |
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5 |
Click 'Save.' |
Note:
Some sections of the customers caseload may be incomplete. In that case, the button for that area will be an 'Add' button. You can click that 'Add' button to enter information to that area.