Cases can be marked as Priority in the Admin tab on the Case File page. Documents imported into CaseWorks for Priority cases will be marked as Priority.
Enter in the client’s identifying information in the All Purpose Navigation and select the client from the list. Select Navigate and click the Green Check Mark to navigate to the Case File page.
On the Case File page click on the Admin tab.
Select New under the Priority section.
Select Priority Case – Create a New Priority Case
In the pop-up window, enter in the client’s name under title and the case number in the Case Number field (MAXIS, Integrated Case, PRISM, Workgroup, WF1CaseID, or Vendor #). Select
Save when finished.
A new header on the Case File page will indicate client is a Priority Case.