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  1. On the Case Content page, select the desired tab/ part.

  2. Click REUSE in bottom left corner of the page, below the NEW ITEM list.
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  3. The REUSE panel expands, while the NEW ITEM list collapses.

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  4. Click the Section button to activate the category (the button is dark blue).

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Note
NOTE: By default, the Question category is activated.
4

5. Start typing any relevant word in the search bar.
All sections that contain the letter combination typed in the search bar will be listed with the icon of the item type.
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Note
NOTE: Hovering over the listed item will prompt a tooltip window displaying the entire section (i.e. all items), as much as fits into the tooltip.

5. Drag and drop the desired

section

Section where intended, or simply click on it and then edit it within the Case part.

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Tip
TIP: When the search results are listed, scroll to the desired part of the checklist to shorten the drag and drop.


Info
titleRead more about Sections here

Content by Label
showLabelsfalse
showSpacefalse
sorttitle
excludeCurrenttrue
cqllabel = "section"


Tip

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.