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How to Claim a CR

You can claim a correspondence record (CR), open it, and then edit it from the Group CRs tab of the My Tasks panel on your Home page. Once you claim a CR, the CR is automatically transferred to you and appears on the My CRs tab.

To claim and open a CR

  1. On the My Tasks page, click the Group CRs tab.
  2. To open the CR Details panel, in the Group CRs table, click the appropriate row.
  3. To claim the CR, on the CR Details action bar, click Claim CR.

    The Log Correspondence page is displayed for editing.

  4. To go back to My Tasks, on the main menu, click Home.

 

See Also

My Tasks (Group CRs Tab) Panel

What Is My Tasks?

How to Add or Edit a Correspondence Record

About General Tasks

 

Version as of 5/16/14.

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