There may be times when a User Defined item was entered in the wrong Case. Neos allows single or multiple items from the User Defined List/Entry Tabs (1-5) to be moved to another Case or Cases using the Move feature in the list view.
To move one or more user defined items from the User Defined List/Entry Tab (1-5) list view to another Case or Cases:
1. Use the check boxes to select the user defined item(s) to be moved.
2. Click the Bulk Actions menu and select the Move to Other Case(s) option.
3. The Case Selection window will display containing a list of Companion Cases.
4. Select the Case(s) for where you wish to move the User Defined item(s). Alternatively, click the Search button at the bottom to locate another Case in your Neos database.
NOTE: If an Intake is selected, the moved items will not be visible until the Intake is made into a Case. Items moved from the Documents and Notes Tabs will display in the selected Intake immediately.
5. Click the Save button to continue.
6. Confirm your selection on the following message box.
Click the Yes button to move the User Defined item(s) to the selected Case(s).
Click the No button to abort the Move item(s) process and return to the User Defined Tab list view.
7. A success banner will display when the Yes button is clicked and the move process is complete.
