You can easily track, add, edit, and attach documents of the Social Security records to an employee's case record. 📃
Accessing Social Security Details
On a case record. Select Social Security on the navigation menu or by scrolling down until you find the Social Security section.
Adding a New Social Security Detail
To add a new Social Security record, click on the "+" button to add new information.
You can also add Social Security Types by selecting the Type field and clicking on the "Add Type", a window will appear asking to provide the name of the Social Security type to be added. This social security type will be available throughout all case records.
Once you have filled in the information, click on the "Save" button to record the new Social Security Details information to the case.
Editing Social Security Details
On the Social Security Details section, select a social security details to edit by clicking on the Social Security record, or by clicking on the three-dot icon.
Once you make the changes, click on the "Save" button to apply the modified details to the Social Security record.
Adding Attachments or Documents to a Social Security Detail
On a Social Security record, there is an option to add or view attachments related to the record.
To add a document to a Social Security Record, click on the Document icon, and a sidebar with a file attachment will appear. You can click on the file uploaded to navigate through the files on your computer, or you can drag and drop the relevant documents associated with the record.
The documents uploaded in a Social Security detail record will only appear in that record, you can also Download or Delete them if necessary by clicking on the three-dotted icon next to the document.
Commenting and Mentions in a Social Security Detail
You can utilize the messaging feature on each Social Security Detail record by clicking on the Comment icon. To keep track of the discussions relating to a specific case record.
You can mention a team member on the messaging to notify that member when they are tagged in a message. This will send a notification through the in-app notification and also through email.
You can also set the permissions on the comments posted by selecting if anyone can see the comment or only Mobility and Admin roles can view the comment.
