How to Create a Section

Refer to the sections for a detailed explanation of what it means.

  1. Navigate to the Case Content screen by clicking the Case Content button in the top right corner of the Edit Case pop-up window.

  2. Click the tab for the part/checklist you want to create or edit.

  3. Click the New Section button in the top left corner of the tab. An editable New Section panel appears.





4.

Enter the title of the Section. Add a Section abbreviation if desired.

5. Determine the importance of the Section in the entire scoring by typing the desired aspect ratio in the Weight field.

6. Check the boxes of the desired options.

NOTE: When you are on the tab for the desired part, and no Section is added, clicking an item in the New Item panel will automatically create a Section that can contain the added item.
In this case, you must fill out the Section data and phrase the questions and answers for the added item.


7. Use the Scoring drop-down to set the type of scoring.


8. Add new item(s) as desired according to the detailed description under How to Create Items.

9. Repeat the above steps on all tabs corresponding to the parts desired to be created for the Case.

For further information, visit
Case Manager
Cases - How to pages
Case Manager Training Videos.