PROCESS STEPS

Process Steps allows the caseworker to keep track of the steps and progress for the case.

1. From the Case profile, click on the Process Steps tab.
2. From the Process Steps page, you can add single steps or a pre-defined list of steps (by clicking the Add Process Step(s) button).
   
3. Clicking the Modify Process Steps button will unlock the fields in the body of the page.
   
   
4. Note that in the above screenshot, there is an Auto Email button that if checked, will send an Email to the caseworkers linked to this case, on the Target Date.
5. Once done, click the Save Changes button.