CHANGING DEFAULT CASE PROCESS STEPS

NOTE: The changes made here will be reflected on any new cases created with the given case process.  Any previously created cases will remain unaffected.

1. Navigate to the Administrative Tools.
2. Click on the Case Processes icon.
3. From here, identify the case process you wish to modify the process steps for, and click the icon located under the Steps header.
   
4. To add a process step, click the Add Process Step button (this will add the step to the bottom of the list). You can also click insert under the actions column to add a step right after the step you clicked insert for.
   
5. Enter the step description, time frame, and mark the automatic Email notification box (if necessary). Then click Save.