View a Particular Meeting

To view a particular meeting:

  1. 1 Go to the Meetings and Case Notes Section and find the Meetings table.
  2. 2 Double-click the blank area to the left of the meeting in the Meetings table to select it.
  3. 3 When you are finished, click the X in the top right corner to return to the Case screen.

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Practice:
View a Particular Meeting

Complete the task listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Meetings and Case Notes section of an associate’s case.
  • Open a meeting.
  • Close the meeting.