Move a Case From Intake to Signing

How to change the status of a case from Intake to Signing. 

A case can be moved from intake to signing by assigning an investigator. Manage your investigator options under your administrator settings. For walk-ins, add a “Walk-In” option.

From the Intake Management Screen. 

• Navigate to the Management Tab. 
• Select Intake.  

• Search or scroll for the desired case.
• Once the desired case is located, select the dropdown arrow. 
• Select Edit Assignments. 

• A pop-up window will appear.  Assign an investigator.

• Select Save.  
• Changes will be saved.

From the case. 

• Navigate to Home Tab on the case. 
• Click 'a' on your keyboard or the dark green arrow on the upper right corner of the screen.

• Select Edit Assignments. 

• A pop-up window will appear.  Change the investigator by choosing the name from the drop-down menu under investigator.
• Click Save.