Add Caseload Folders

Caseload Folders

To add a caseload folder:

1.    Hover over Administration, then Caseload Folders, and click Add. The Add Caseload Folder page opens.

2.    In the Caseload folder name: field, type the name of the folder. (The name can be up to 100 characters.)

3.    Click Save. The folder is now available for storing examinees.

Note: You can also add a caseload folder from the dashboard by clicking the Add Folder link located in the banner of the Caseload Folder box. Type a name in the Caseload folder name field and click Save.

See Also:

Delete Caseload Folders

Edit Caseload Folder Names