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How to Update Case Details?

How to change case names and details? How to change case visitations? How to change the caseload? How to change the case status?

Updated over 2 years ago

When you are in a Case#show, you have access to all the modules to complete your case information. Additionally, there is a section on the right sidebar that you can utilize to update essential case details, including:

  1. Name

  2. Description

  3. Number of Visitations

  4. Case Load

  5. Case Status

How to Update Case Details

Here's how you can do it:

  1. Click "Details" in the right sidebar.

  2. This will expand all the fields you can fill in or update.

  3. Once you have made the necessary changes, click the "Update" button to save the updates.

By following these steps, you can easily keep your case details up-to-date and ensure accurate information is recorded for effective case management.

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