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Use this task to manage cases in the Connect Mobile Assistant (CMA) app.
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It is important to remember when creating a case, you must be the user to submit the case. CMA does not have the ability to transfer cases to another to finish and/or submit it. |
Step-By-Step Guide
Step | Instructions | Additional Information | ||||||||||||||
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1 | Creating Cases | |||||||||||||||
2 | Select New Case (+) from the Home screen. | |||||||||||||||
3 | From the Edit Case screen, enter the case data. |
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4 | Setting Favorites and Defaults | Use favorites and defaults to simplify entering commonly used data in new cases. Favorites and defaults are configured during case creation. | ||||||||||||||
5 | To assign data as a favorite, tap the star once. |
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6 | To assign data as a default, tap and hold the star for approximately 2 seconds.
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7 | Validating Cases | Before a case can be submitted to Back Office, it must pass case validation. Validation verifies that all required fields are entered and any conflicting data is removed. | ||||||||||||||
8 | Tap the Validate option at the top of the case. |
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9 | Review the information and click Close. | |||||||||||||||
10 | Make any necessary updates before submitting. |
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11 | Submitting Cases | |||||||||||||||
12 | Once a case has been validated, submit it to CMA by tapping the case from the case list and selecting Submit Case. |
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Not applicable for this topic |
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