Edit a Case by Using the Cases Dashboard

You can edit a case by using the Cases or Cases-Old dashboard.

To edit a case:

1. In the modules bar, select Cases or select Cases Module Old.

   A list of Cases displays.

2. (Optional) Use the Quick Search and/or More search options to filter the items that display in the dashboard.

3. To edit an existing case:

   • Locate the entry and click (Jump).

   • Or

   • Select a row and click the Edit button

4. Update the information in the Case Details section as necessary.

5. Update the information in the Case Assignment section as necessary.

6. (Optional) Complete one or more Action Items in the Action Center.

   The following graphic illustrates the Action Items available in the Action Center for an unemployment insurance claim.

   

7. Click the Save button.