Sharing Information About Cases with the Service Provider

You can share information about cases across multiple organizations. Service providers can access all cases assigned to their organization in the Public Sector PRM Portal.

The agency and service provider can share additional information about cases by adding activities, attachments, service requests, or notes to the case record.

To share information about a case with the service provider

1. Navigate to the Cases screen.

2. Drill down on the Case Name field of the case you want.

3. Display the Activities, Attachments, Service Requests, Contacts, or Notes view.

4. To view information that the service provider has shared, scroll through the existing records.

5. To share information with the service provider, add a new record and complete the necessary fields.