You can re-assign a case form at any time to another accounts dashboard, follow this guide to see how.

The CASE form system allows a branch to complete the second half of the form and refer the CASE to their regional office, follow the below instructions to guide you on how to complete a referral.

The CASE form system allows a member to complete their form online and occasionaly you may need to ask a member to add more detail or change something that was put on the form, to do this you can 'Reopen' their case form.

The dashboard system has an ever-growing set of tools and features to help you manage your CASE forms, learning the basic layout will help you when following other How-To articles on our knowledge base.

The CASE form system has a dedicated dashboard for each user account that provides access to your sent forms, to access the dashboard for the first time you will need your credentials that were emailed to you when you sent your first form.