CASE WIZARD MANDATORY FIELDS

The purpose of this article is to explain how to set up mandatory fields when creating a case. These fields must be completed in order to proceed through the case wizard.

1. Navigate to the Administrative Tools.
   
2. Click on Application Settings.
   
3. Under the Case Settings section, click on the Case Wizard Required Fields button.
4. In the resulting pop-up, select the fields that should be required to complete in order to proceed with the case creation process. Any fields that's selected here must have data entered in order to move to the next step in the case wizard.
   
5. Click Apply.
6. Navigate to the Caseworker Module.
   
7. Create a case.
   
8. The second step in the case wizard process will be to complete those Required Fields.