Editing Involved Party

You can modify details or remove existing involved party or parties to the selected case. Modifying an existing party updates the party’s profile, which is reflected in all those cases the party is linked to.

To modify existing involved parties, follow these steps:

1.       Navigate to the Involved Party tab.

2.      Select an involved party. Click Edit. The Edit Involved Party Detail window is displayed.

3.      Modify the necessary information in the required fields.

4.     Click Save. The following message is displayed: You have selected to edit this record. Click OK to continue and save changes. Click Cancel. The window closes and navigates you to the refreshed list of Involved Party. Also, corresponding audit entries are recorded on the case.