CHANGING DEFAULT FORMS FOR A CASE PROCESS

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 default forms for, and click the forms icon.
   
4. To add a form to a case process, click the Add Process Form(s) button.
5. Search for the form(s) that you wish to add, click Find.
   1. If you don't want to search for a specific form, but rather get a list of ALL forms available, do not enter any search criteria, just click the Find button.
      
6. Select the form(s) you wish to add, and click Add Forms.
   
7. The form will be added to the list.
   
8. To remove a form from the case process, click delete.
   
9. 9. On the pop-up, click OK.