Identify and Add Exposed Contacts to a Case

Overview

After creating a new case for an affected individual, the next step is to follow up with them to update the case record with personal information and exposed contacts.

Identify and Add Exposed Contacts to a Case

1. Follow the View Cases Assigned to Me guide to navigate to your assigned cases, and select the case record to update.
   
   
   
   
2. Once on the case record, verify that all current field information is correct and sufficient.
3. Click Start Work at the top right of the screen once you are ready to call the reported person. This changes the Case State from Assigned to Work in Progress.
   
   
   
   
4. If the Person Details tab has not yet been filled out, scroll down and click on the tab.
   
   
   
   
5. Call the reported person.
   
   
6. If necessary, ask the reported person for the person details information to fill the First Name, Last Name, Sex, DOB, Age, Address, Phone, and Email fields and the Student/Faculty/Staff dropdown.
   
   
   
   
7. Otherwise, click on the Creating New Contacts tab, which contains the script for adding potentially exposed contacts to the record.
   
   
   
   
8. Work your way through the script with the reported person.
9. For each individual the reported person names, scroll down and click the on the Exposed Contacts tab.
10. Click New to add the exposed person to the Exposed Contacts list.

Revision History