CHANGING DEFAULT CASE PROCESSES

1. Navigate to the Administrative Tools.
2. Click on the Case Processes icon.
   
3. To add a case process, click the Add Case Process button.
   
4. Name the new case process, and click Save.
   
   1. If the enabled box is unchecked, the case process will still be created, but it will be hidden from the caseworker view.
5. From the case process list, there are a number of other items that can be done as well:
   
   1. Editing allows you to edit the case process name, and enable/disable the case process (see note for step four on enabling/disabling case processes).
   2. Insert allows for you to create and insert a new case process after the process for which you clicked the icon for.
   3. Delete allows for you to delete the case process from the system completely.
   4. Copy lets you create a copy of the entire case process (along with all forms, steps, documents, etc, associated with the case).
   5. Move Up moves the case process up one line within the case process list.
   6. Move Down moves the case process down one line within the case process list.
   7. Move To lets you to decide the exact line item when you want to move the process to within the case process list.