This page specifically deals with grouping and ungrouping between LR cases. Please follow the links below if you were looking for other information related to grouping.
Grouping effectively merges cases together. If you want the cases to remain separate or the Lead Case is already at the Confirm for LR Archive screen, it may be more appropriate to use Case Association. Follow this link to find out more about Case Association.
This page will explain more about grouping and how to use the Ungroup APFs action in the Actions menu on CMS.
If you are looking for information about the grouping screen at the Intake stage, follow this link to the Auto-grouping page.
If you want to move an APF out of an LR case and into either a standalone case or into a different existing case then follow the steps below:
The information on this page relates to the LR CMS For guidance relating to the original CMS platform, see CMS Quick Reference. |
Acknowledgement: "Heather", one of the Scottish Voices, was used to voice these recordings. It is the property of CereProc and is used under licence from TheScottishVoice.org.uk which was funded by the Scottish Ministers.