View persons associated with a case

Person records can be associated with a case without being case members or case participants.

View the associated persons in a case as follows:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link for the case you want to view. The Case Overview screen appears.

3. Under Case Actions, click the View Case Information link. The Case Profile screen Case Details tab appears.

4. Click the Associated Persons tab to view the associated persons for the case.

5. Click Close. You are returned to the Case Overview screen.