Configuring instructions for a population's case form

You can specify instructions that are shown at the top of case forms. For each population you can specify instructions for each of three audiences: employees, managers, and field representatives. If you prefer to have no instructions, then leave this blank.

  1. Click Populations.
  2. Double-click a population.
  3. Click Instructions.
  4. Specify instructions for one or more audiences.
  5. Click Save.