Changing the Case Position

Changing the Case Position

Changing the case position has a significant impact on the case and doing so requires consideration. The chosen position drives which PHS version is used as well as the applied supplemental forms for the case. When a new position is selected, the Supplemental Forms will be purged and replaced with those for the newly selected position. Therefore, the Position selection control is disable once the case stage is higher than Stage 1 - Case Opened. While you can set the case stage to Stage 1 and assign a new position, we recommend against doing so and that you contact support@pobits.com to help you resolve any issue leading you to this decision. The bottom line is that if you just created the case (Stage 1) and want to change the assigned position, you might as well deleted the case and create a new one, which can can do by opening the Candidate and from the Cases tab, create a new case with the desired position, then delete the previous case.

NOTE: Remember that when a candidate has more than one case, all but one must be closed.

    • Related Articles

    • Case Positions

      In your account settings, you can define any number of positions, and you should. The Position is a key function that affects two aspects of the case (questionnaire). For each position, you will assign one of the PHS Versions. This is highly ...

    • Custom Investigative Areas per Case

      You can customize which investigative areas are applicable to each case. The best way to do this, especially on an automated basis, is to set the applicable investigative areas per Position, then apply the position as desired. For example, you may ...

    • Case Stages

      Cases can have the following stages. Note that all stages are set automatically as described below, but the investigator can set the stage manually at will. Case Opened - the case is automatically set to this stage when it is created. Candidate ...

    • Case Search

      The case search is a component of the Search screen, accessible from the Search button at the top of the dashboard. Begin by selecting the master criteria on the left panel. When searching some fields, such as Case Open and Case Closed, you can use ...

    • Archiving a Case

      If you are a Manager, you can archive a case. When a case is archived, the system produces a full background investigation report just like the one you produce from the case report menu. The resulting PDF file is attached to the candidate on a tab ...