View Case Members and Histories

View case members and histories as follows:

  1. From the Home screen, click the Case tab.

  2. Click the Workload tab. The Case Workload screen appears.

  3. Select the Case ID Number link for the case you want to view. The Case Overview screen appears.

  4. Click the View Case Information link in the Case Actions area. The Assignment Information tab appears.

  5. Click the Members tab. The Member List screen appears.

    Member names appear according to their ages, from the oldest to the youngest. Members with no DOB appear at the bottom of the list.

  6. Click the View Member History link at the top of the table. This displays a list of all members, including their beginning and ending dates in the case.

  7. Click Close to return to the Member List screen.

  8. Click the Relationships tab. The Relationships Grid screen appears.

  9. Click the Edit link next to a case member to view this person's relationships to others in the case, then click Cancel to return to the previous screen.

  10. Click Cancel to return to the Case Overview screen.