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Mobius User Guide |
Published Date: May 15, 2013
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06 Person Record |
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Register a Person and Create an Integrated Case
Anchor Point: User Home Application Section
- Select Person under Searches section of the Shortcuts Panel.
Note
You may also use the Search function from the Shortcuts panel in the Workspace Tab. - Enter Search Criteria and select Search.
- If a match is found, select the matching record and modify as required.
- If no match is found, select Register and Create Integrated Case from the Tab Action Menu.
- Complete the mandatoy and required fields.
- Select Save.
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