Add reporter information

  1. In the Reporter Information section, click Select.
  2. In the Reporter Lookup dialog box, enter the search criteria, and click Search.
    • All filter criteria you have entered on the Reporter Look Up dialog box are saved as user preferences while it populates the reporter information on the General tab.
      • If you have reporter information in the case, the information appears in the Reporter Lookup dialog box and search is performed.
      • After performing the search the search criteria is retained as user preferences. The next time you perform a search, these preferences appear.
      • When you log out, the user preferences are retained and are available the next time you log in.
      • To clear all the values in the filter elements, click Clear.

    Tip:

    You can choose to search either by Search Cases or by Search List Maintenance.
  3. From the search results, select the reporter information, and click Select.

    The selected, pre-defined information is added to the fields.