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  1. Select Case Browse.

  2. Enter the appropriate search information.

  3. Select the cases to Mass Update.

  4. The Mass Update button will become active.

  5. Select Add Note from the dropdown menu.

  6. Follow the instructions for Add Note

Add Staff

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  1. Select Case Browse.

  2. Enter the appropriate search information.

  3. Select the cases to Mass Update.

  4. The Mass Update button will become active.

  5. Select Add Staff from the dropdown menu.

  6. Select from the Team and Individual radio buttons.

    image-20240401-161752.png

  7. If Team is selected, select the Team Name from the dropdown menu.

  8. If applicable, place a checkmark in the Remove Staff in Matching Roles checkbox.

    image-20240401-161725.png

  9. If Individual is selected, select the Staff from the dropdown menu.

  10. If applicable, select the Role from the dropdown menu.

  11. Enter any relevant Comments.

  12. Select ADD STAFF to add staff.

  13. Otherwise, select CANCEL to return to the previous screen.

    image-20240401-161930.png

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