Edit a Success Indicator

To edit a success indicator:

1. 1 Go to the Success Indicators section of the case.
2. 2 Click on the name of the success indicator you wish to edit.
3. 3 To change the success indicator type:
   • a. Hover over the field and click on the search icon.
   • b. Click on Look Up More Records.
   • c. Click on the X to the right of the Search field. This will clear the Search field and allow you to look for more options.
   • d. Scroll through the listed options and click the blank space to the left of the best one to select it.
     
     Note: Do not click on the list item itself. That opens another window about that list item.
   • e. Click on Add at the bottom of the Look Up Record screen.
4. 4 Edit or fill in the other fields shown on your screen as necessary. Remember that a red asterisk indicates required information.
   • a. To fill in most of these fields, click on the field and type in the information.
   • b. If the field shows a search icon, follow the instructions in steps 3a-3e above.
   • c. If the field requires a date:
     1. i. Click on the Date field.
     2. ii. Click on the calendar icon.
     3. iii. Click on the proper date.
5. 5 Click on the save icon at the bottom right of the Success Indicator screen.
6. 6 To return to the main Case screen, do one of the following:
   • a. Click on the browser's back arrow.
   • b. Click on the name under Case.