Review / Update Comments to the Case Narrative

Use this procedure to review or update a case comment made to the case narrative. 

Process Steps:

If you are not currently working on the case:

1. From the Left Navigation menu, select Data Collection, then Case Action.

   • The Case Action page displays.

2. In the Case Action section:

1. • Enter the Case or Application or Screening # or click the search icon and proceed to Search for Client to search for the case, application, or waiting list screening number (required).

   • Select Add Case Narrative (required).

3. Click Next.

   • The Household Information page displays.

4. From the Left Navigation menu, select Data Collection, then Case Narrative.

   • The Case Narrative – Summary page displays.

5. Review the comment subject lines.

6. Click the appropriate comment edit icon.

   • The Case Narrative – Details page displays.

7. Review the case comment.

   • To make updates to the comment, proceed to Case Narrative Comments.

8. Click Save + Previous.

   • The Case Narrative – Summary page displays.

If you are currently working on the case:

1. From the Left Navigation menu, select Data Collection, then Case Narrative.

   • The Case Narrative – Summary page displays.

2. Review the comment subject lines.

3. Click the appropriate comment edit icon.

   • The Case Narrative – Details page displays.

4. Review the case comment.

   • To make updates to the comment, proceed to Case Narrative Comments.

5. Click Save + Previous.

1. • The Case Narrative – Summary page displays.

   • Repeat the process to review and update more case narrative comments.

Results of the Procedure:

A case narrative comment is reviewed and updated.

Updated 05/02/2014