Updated: May 6, 2022
Once you have Allocate the case to a case worker
- Log-in as the allocated case worker.
- Click on the ‘Alert’ bell on the top right-hand side of the page.
- Find the alert related to the case.
- This takes you to the Case Details screen - click ‘Accept’ from the Actions menu.
Note: Upon clicking ‘Accept’, the Case Status will change to ‘In Progress’.
Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts, Organisations, and Notes. This includes the ability to build search
To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create. - Select type and client for the case. - Assign the case to you
