^{Instructional Guide}

Summary

The Summary tab captures most of the record’s information.

From this tab you can perform the following tasks using functions on the right side of the screen:

Changing attributes of the record by clicking the Change button to enter a change screen.

2. Moving to the next case record by clicking the Continue button.

3. Creating a Works Request record related to the Client Feedback by clicking the Generate Works Request button and following the prompts on the new Case screen.

Note: View this function described in detail in the Generate Works Request section.

4. Performing workflow actions like changing stage or reassigning users, outlined in the Workflow Actions section.