Finding Cases

Find your cases

Begin your search on the Case Management page.

1. On the Go To menu, click Cases.

   -or-

   On the Home page navigation pane, under Case Management, click Case List.

   The Case Management page opens and displays all cases that you are associated with.

2. In Search for, select a search option in the list.
3. In starts with, type the beginning of the name of the case you want to locate.

   After you type the first three characters, the system returns up to 10 possible Case Name matches in a list, with the folder location of each case.

4. In the list, click the Case Name of the case you want.

   -or-

   Click and, when the system displays all search results in the grid, select a case name.

Find cases another user assigned to you

1. On the Go To menu, click Cases.

   -or-

   On the Home page navigation pane, under Case Management, click Case List.

   The Case Management page opens and displays all cases that that you are associated with.

2. On the Case Management page navigation pane under View Options, click Shared Cases.
3. In Search for, select a search option in the list.
4. In starts with, type the beginning of the name of the case you want to locate.

   After you type the first three characters, the system returns up to 10 possible Case Name matches in a list, with the folder location of each case.

5. In the list, click the Case Name of the case you want.

   -or-

   Click and, when the system displays all search results in the grid, select a case name.

Notes:

• You cannot change a case another user assigned to you. However, you can open the case and use the Save As link to save the case under a new name and folder location where you can edit the duplicate case.
• When the original owner changes or deletes the shared case, the case will be changed or deleted in your Shared Cases view.