As part of the intake process for an individual a Cases tab is available which allows any cases associated with the client to be viewed. Certain information on this tab is configurable and these configurations are described below. To configure the cases view for an individual do the following:
- Open the XML document which represents the intake process configuration.
- Create or locate an XML element IndividualConfiguration as a direct child of the IntakeProcess element, i.e., as a direct child of the root element of the XML document. Only one IndividualConfiguration element may exist in the document.
- Create or locate an XML element ShowExistingCase as a direct child of the IndividualConfiguration element previously located.