Edit Staff Information

To edit staff information:

  1. 1 Go to the Support Team section of the case and look for the Staff subsection.
  2. 2 Hover over the desired field.
  3. 3 Click on the search icon, and then click on Look Up More Records.
  4. 4 In the Search field, click on the “X” to delete the current information.
  5. 5 Scroll through the list of names.
  6. 6 Click the blank space to the left of the name to select it, and then click Add.
  7. 7 Click on the small blue save icon at the bottom right of the screen.

Group Icon

Practice:
Edit Staff Information

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

  • Go to the Support Team section of an associate’s case.
  • Practice editing the following fields:
    • Job Coach Trainer
    • Development Specialist (CSM)
    • Job Developer (if available)