The Custom fields tab accommodates all information pertinent to the case that does not have a field on the Details tab.
NOTE: Such information is not displayed anywhere but can only be seen by users with Case Manager privilege.
New custom field can be added by clicking the button. When clicking in the title field to specify the type of information, a text field is displayed where the details can be typed up, as well as a field for uploading desired files.
TIP: The Custom field may have information on the expected room setup for a simulation exercise; SP demographics describing the potential SPs used for the case; equipment setup, etc.
For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.
Overview
Content Tools