August 2017 Tips - Master Index Assignments

Master Index Assignments Assignments can be used to re-open closed cases or to supplement an original case report. There are 3 common ways to assign a case follow-up (or supplemental); Supervisor Assignments, Call Log Assignments, and Master Index Assignments. This example will demonstrate a Master index Assignment, using the Master Name Index. Using Person Management and the Master Name Index, you can search for any Person contact that is listed on the case, regardless of their role. 1. Click on "Person" to open Person Management from the main RMS toolbar. 2. Enter part of the person's last name, first name, or both (A), and then click the “Search” button (B) to see if the person exists i

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