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, leave this field blank.

Instruction configurations only apply to the Employee/Non-Employee population type.

  1. Select Administration > Setup.
  2. In the Primary pane, click Populations.
  3. Double-click a population.
  4. Click the Instructions tab.
  5. Specify instructions for one or more audiences.
  6. Click Save.