Editing case information

In this section, you will learn how to edit case information

 

SECTION NAVIGATION

  • Introduction to the Edit Page
  • Editing Information
 

Introduction to the Edit Page

All edits wishing to do be done to the case can be completed through the edit page. Most pieces of information are able to be edited, minus the Case ID, plan establish date, and last plan edit date.

Editing Information

Clicking the pencil icon in the same row as the information you would like to edit will being up an edit dialog.

edit
Create New Data Field

This dialog will allow you to edit the current value or replace it completely. Clicking submit will send the edit to the case and clicking close will abandon the edit.

 

Edit Case page

 

Edit dialog for the name field