Viewing Proactive Case Details

To view proactive case details, follow these steps:

1. Use the Proactive Case Manager table in My AIM Home or select Proactive Case Mgr in the AIM navigation area. The Proactive Case Manager table appears.
2. In the Proactive Case Manager table, click the Synopsis link for a case. The Proactive Case page appears.

   

   From the Proactive Case page, you can:

   • Flag a proactive case to a user; see Flagging a Proactive Case to a User.
   • Assign a proactive case owner; see Assigning a Proactive Case Owner and Changing Status.
   • Change the proactive case owner status; see Assigning a Proactive Case Owner and Changing Status.

   If you assign a proactive case owner or change the case status, click Save Changes.

   For more information about using the Proactive Case details page; see Proactive Case Detail Description.

Proactive Case Detail Description

• Proactive Case Detail Command Button Description
• Proactive Case Detail Field Descriptions