Case Profile - Members

This screen displays the current active case members on the case, including the case reference person (CRP Case reference person (CRP)   Every case must have one, and only one, case reference person (CRP). This person is usually the case participant who is considered the head of household. The system refers to this person's record when determining the address for mailings, for example. Additionally, this person may be a case reference person on one active case at a given time.). From this screen you can change the CRP Case reference person (CRP)   Every case must have one, and only one, case reference person (CRP). This person is usually the case participant who is considered the head of household. The system refers to this person's record when determining the address for mailings, for example. Additionally, this person may be a case reference person on one active case at a given time., add new case members, update the dates of a member's involvement, delete members from the case, and create a new case address based on a copy of the current address. You can also view the history of member involvement on the case.

View Member History - Click this link to view the history of member involvement on the case.

select - Click this link to update the member involvement in the case, such as dates and deactivation.

Name - Click a member's name link to view the person profile for the member.

delete - Click this link to remove a case member who was added in error. You cannot, however, delete a case reference person or a case member who is attached to a work item.

Add Member - Click this button to select a new member for the case.

Copy Address - Click this button to create a new address based on the current primary case address.

How do I...

Record a case profile

Review or add case members

View case members and histories

Deactivate a case member

Delete a case member

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