Viewing a case from the directory

Service users can view an employee's regarding cases and active cases from the Directory. This is useful when the employee has contacted the call center in reference to a case that is already in the system.

  1. Click Directory.
  2. Click an employee name.
  3. In the Case Summary area of the employee profile summary, click Active Cases, Regarding Cases, or View All Cases. Then double-click a case. Or in the Most Recent Cases area, click a case or click View All Cases.