Updated: May 6, 2022
After you have Add the case details the next step is to allocate that case to a case worker.
- From the Case Details screen, click on the Actions menu and choose the ‘Allocate’ option.
- Choose the case worker to assign the case to from the drop-down menu & click the ‘allocate case’ button.
Searching is now easier and more versatile than ever with the updated ChilliDB search pages for various modules, including Contacts,...
To practice creating a case as a Case Worker, log-in as such and then follow these steps: - Navigate to Case Management - Case - Create....
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