Case member list

This screen displays the current active case members on the case, including the case reference person (CRP). It allows you to take several actions on the member list.

The Edit link allows you to view or update the case member's dates of involvement or deactivate a case member. The case member name link opens the member's person profile for viewing. The Delete link allows you to remove a case member who was added in error. You cannot, however, delete a case reference person or a case member who is attached to a work item. The View Member History link allows you to view all case members, both active and inactive. The Add Member button allows you to locate and select a person to add to the case as a case member.

How do I...

View case members and histories

Record a case profile

Review or add case members

Deactivate a case member

Delete a case member

 

[IN07 s04]