Adding an Application Upon Case Creation

Associate Application With A Case

When the application is not attached to any case it displays the Associate With Case option in the Application page, and does not displays this option if the application is already associated with a case.

To associate application with case:

• In the Application page, click Associate With Case option, then it displays the Case Search screen.

• Search for the required case and select a case and click Save.

• Then the Case tab appears on the left navigation above Application tab.

Updating an Application

As long as an application is in the Pending state, a user may update it.

To update any application:

1. Perform a unified search for the case to which the application is associated with.
2.  Select the desired case and scroll down to the Application section. 
3. From the table of associated applications, hover over the Ellipsis icon in the Actions column and select Go To Application or click the <Application Number> link which navigates to the Application screen.
   
4. Edit any field as required.
5. Click Save.

Depending upon prior configuration, the Entity Navigation menu to the left of the Application screen may list Roles, Requirements, Assessments (Impairments), Segments, Comments, Final Actions, etc.

The Entity Navigation menu contains the List Options like Add Comment, Add Impairment, Add Requirement, etc. Users may click on these items to add them.