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Overview

Case Tasks are created for every contact in the tracing process as well as initially for the reported person. Case Tasks are where the work on a case primarily takes place, and they include scripts that guide you when talking to the affected individual.

Create a Case Task

1. Navigate to the case record to be updated.
2. Scroll down and click on t

Create a Case Task for an Exposed Contact

1. Follow the View Cases Assigned to Me guide to navigate to your assigned cases, and select the case record to update.
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2. Scroll down, and click on the Case Tasks tab.
   
   
   
   
   
3. Click New.
   
   
   
   
4. If you are creating a case task for the reported person, scroll down to 

1.  Enter the name of the person that was exposed or reported in the Exposed Contact field.
   
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2. If there is a date that this task must be completed by, select the date in the Due Date field.
   
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3. If this task is being created for a reported person (the person on the original case), select Exposure Case Investigator Survey - UCI Campus from the Survey reference field. Alternatively, for a exposed contact, select Exposure Contact Tracer Survey - UCI Campus from the reference field.
   
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4. Enter the name of the staff member that will be reaching out to the contact in the Assigned To field.
   
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5. Click Submit at the top right corner of the screen to create your Case Task.
   
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6. Now that your case task record is submitted, follow the Complete a Case Task guide to use the script and case task to follow up with the exposed contact.

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