Assigning a Proactive Case Owner and Changing Status

To assign a proactive case owner, follow these steps:

1. Use the Proactive Case Manager table in My AIM Home or select Proactive Case Mgr in the AIM navigation area. Proactive Case Manager appears.
2. Click the Synopsis link for a proactive case. The Proactive Case page appears providing more detailed information. For more information about the Proactive Case details page, see Proactive Case Detail Description.

   

3. Select the user to whom to assign the proactive case from the Owner drop-down list box.
4. Select the proactive case status for the proactive case owner.

   The owner column in the Proactive Case Manager table displays the case owner with the status in parentheses ( ).

5. Click Save Changes. The proactive case owner user name is saved in the AIM database.
6. Select Proactive Case Mgr to see the new owner in the Proactive Case Manager table.