How to edit a case link record

There are four ways to edit a case link record

How to edit a case link record in a case link table

  1. Select the case you want to edit its case link record
  2. Select the case link you want to edit its record
  3. Select the case link record you want to edit

  1. Click on the Edit icon

  1. Edit the needed information of the record and Save

How to edit a case link record while editing a case record

Select Cases on the side menu

  1. Navigate to the Case you want to edit a record from
  2. Select the record and click on the Edit icon

  1. Select the case link on the left side

  1. Click on the Edit icon
  2. Edit all the needed information and click Save

How to edit a case link record after viewing a case record

Select Cases on the side menu

  1. Navigate to the Case you want to view a record in
  2. Select the record and click on the View Details icon

  1. Select the case link in the left panel

  1. Click on the View Details icon

  1. Click on the Edit icon

  1. Edit all the needed information and Save

How to edit a case link record in case profile

Each beneficiary has a case profile that shows its Basic Information, Case Links, and Recorded Services

  1. View Case Profile of a beneficiary
  2. In the Case Links tab select the card
  3. Click on the three dots and select Edit icon

  1. Edit the needed information and Save