How to Reuse Sections

Reusing Sections

  1. On the Case Content page, select the desired tab/ part.

  2. Click REUSE in the bottom left corner of the page, below the NEW ITEM list.




  3. The REUSE panel expands, while the NEW ITEM list collapses.



  4. Click the Section button to activate the category (the button is dark blue).



NOTE: By default, the Question category is activated.

5. Start typing any relevant word in the search bar.
All sections that contain the letter combination typed in the search bar will be listed with the icon of the item type.



NOTE: Hovering over the listed item will prompt a tooltip window displaying the entire section (i.e., all items), as much as fits into the tooltip.

  1. Drag and drop the desired Section where intended, or simply click on it and then edit it within the Case part.



TIP: When the search results are displayed, scroll to the desired section of the checklist to shorten the drag-and-drop.


Joint Evaluation - REUSE / COPY

Section reuse/copy:

  • If sections with joint evaluation groups are reused within case parts that allow joint evaluation, the main-joint question relation remains.

  • If sections with joint evaluation groups are reused within case parts that do not allow joint evaluation, the joint question will be set as not scored.

Question reuse/copy: If only a joint evaluation question is reused (copied), it will be set to not-scored by default (which can be manually modified if necessary).

Case copy: After a case copy, the joint evaluation connections are kept.

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.