How to change the status of a case from Intake to Signing.
A case can be moved from intake to signing by assigning an investigator. Manage your investigator options under your administrator settings. For walk-ins, add a “Walk-In” option.
From the Intake Management Screen.
Navigate to the Management Tab.
Select Intake.
Search or scroll for the desired case.
Once the desired case is located, select the dropdown arrow.
Select Edit Assignments.
A pop-up window will appear. Assign an investigator.
Select Save.
Changes will be saved.
From the case.
Navigate to Home Tab on the case.
Click 'a' on your keyboard or the dark green arrow on the upper right corner of the screen.
Select Edit Assignments.
A pop-up window will appear. Change the investigator by choosing the name from the drop-down menu under investigator.
Click Save.