Opening an Existing Case

If you know the name of the case

1. On the Go To menu, click Cases.

   -or-

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

2. In the Case Name column of the Case Management grid, click the name of the case you want to open.

If you do not know the name of the case

If you are unsure of the case name you can search for the case. Begin your search on the Case Management page.

1. In 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 Case Name.
3. In contains, 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.