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Disassociating Cases from a Master Case

An agent might want to disassociate (or detach) a case from a group of cases in a master case. For example, if an agent changes the primary contact for a case, then the agent can disassociate that case from its master case because the case no longer relates to this master case. Although a disassociated case no longer appears in the case list for its master case, the disassociated case still appears in the case list on the Cases screen. You cannot disassociate a benefits case from a master case.

This task is a step in Roadmap for Managing Benefits Cases.

To disassociate a case from a master case

1. Navigate to the Contacts screen, then the Contacts List view.
2. Drill down on the Master Case number (#) field of the contact record for the citizen.

   The Master Case form appears, and below the form, a list of cases that are associated with the master case appears.

3. In the list of cases, select the case that you want to disassociate from the master case.
4. Click Disassociate.

   NOTE:  The Disassociate button is disabled if the Category field for the case is Benefit.

   The case no longer appears in the list of cases.