Who is this article for?

Administrators who want to learn how to add, edit and delete items in sections.

Administrator permissions are required.

Efficiently managing items within sections is essential for maintaining accurate and up-to-date Return to Work case records. This article provides a step-by-step guide on how to add new items, edit existing information, and remove outdated entries in various sections of the Return to Work system, ensuring your case management remains organized and effective throughout the employee's recovery journey.

1. Add, edit and delete items in sections 
   1. Add new item in a section
   2. Edit items in sections
   3. Delete items in sections
2. Further reading

1. Add, edit and delete items in sections 

When adding, editing or deleting items in sections, the steps are the same, regardless of which section the item is being added to. The examples below uses the RTW coordinator page (under Medical & Case Management) to illustrate the steps.

1.1. Add new item in a section

To add a new RTW coordinator for the case, from the RTW Coordination Management page:

1. Click Add New.

2. Complete the fields.

3. Click Save to return to the RTW Coordination Management page or click Save and Next to progress to the next section in the case.

1.2. Edit items in sections

To edit an RTW coordinator, from the RTW Coordination Management page:

1. Click Edit.

2. Update fields as required.

3. Click Save to return to the RTW Coordination Management page or click Save and Next to progress to the next section in the case.

1.3. Delete items in sections

To delete an RTW coordinator, from the RTW Coordination Management page:

1. Click Actions.

2. Click Delete.

3. Confirm the deletion and click Delete.

2. Further reading

• Navigating the Return to Work features
• Using the summary log and reporting for a Return to Work case
• Adding incurred costs to a Return to Work case