View A Case

Modified on Mon, 10 Jul, 2023 at 11:53 AM



1. Click on Open Cases

Click on Open Cases

2. Click on the Case you want to view

Click on the Case you want to view

3. Here you will see the Timeline at the top, anyone associated with the Case on the right, and five information tabs in the middle. The Overview tab shows you the Request Form answers.

Here you will see the Timeline at the top, anyone associated with the Case on the right, and five information tabs in the middle. The Overview tab shows you the Request Form answers.

4. Click on the Activity tab

Click on the Activity tab

5. The Activity tab shows an expanded timeline of all actions taken on the Case and the associated parties.

The Activity tab shows an expanded timeline of all actions taken on the Case and the associated parties.

6. Click on Documents tab

Click on Documents tab

7. The Documents tab will show a list of all documents uploaded to the Case, and they can be downloaded from the icon on the right hand side of each Document entry.

The Documents tab will show a list of all documents uploaded to the Case, and they can be downloaded from the icon on the right hand side of each Document entry.

8. Click on Communications tab

Click on Communications tab

9. The Communications tab is where you can message the Case employee directly, as well as attach any files that need their attention. Attachments will also show in the Documents tab once the message has been sent.

The Communications tab is where you can message the Case employee directly, as well as attach any files that need their attention. Attachments will also show in the Documents tab once the message has been sent.

10. Click on the Notes tab

Click on the Notes tab

11. The Notes tab is where the accommodations team (HR Admin, HR Rep or ADA Coordinator) can communicate internally and notes will NOT be visible to the employee. This feature allows entering comments and documents that are meant to be visible only to the accommodations team. 

The Notes tab is where the accommodations team (HR Admin, HR Rep or ADA Coordinator) can communicate internally and notes will NOT be visible to the employee. This feature allows entering comments and documents that are meant to be visible only to the accommodations team.



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