Group your documents

Whenever multiple AE documents correspond to multiple, separate cases, as an intake processor you are required to group the documents such that one group is connected to a single case.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Select the record you would like to validate by clicking on its ID. Alternatively, you can check the box of the record you would like to work on, select Expand Details, then Start Work.

   Note:

   If you are trying to work on a record which is not assigned to you, you will be prompted to continue with or without assigning that record to you.
3. In the panel on the left, switch between AE documents as required.
4. Select Add group at the top.
5. Select Move to Group, then choose the group you would like to move your document to.

   Tip:

   You can also drag and drop your document to the appropriate group.
6. Once you have finished working on your documents, select Confirm.