Add a Success Indicator

To add a success indicator, go to the Success Indicators section of the case and do the following:

1. 1 Click on the add icon at the top right of the Success Indicators table.
2. 2 Click on the search icon at the right of the Success Indicator Type field.
3. 3 Click on Look Up More Records to display all types of success indicators.
4. 4 Scroll through the list. Click the blank space to the left of the category that best matches the success indicator you wish to record. This selects that category. Note: Make sure you select the proper category. This will help you keep accurate records. Once saved, the success indicator type will become the success indicator name (see number 8 below).
5. 5 Click on Add at the bottom of the Look Up Record screen. Note: Depending on the success indicator type you select, more fields may appear on your New Success Indicator screen.
6. 6 Fill in the other fields shown on your screen. 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 2-5 above that explain how to complete this kind of field.
   • 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.
7. 7 Click on Save and Close at the top of the New Success Indicator screen.
8. 8 View the newly added success indicator on your Case screen.