Select Interview Wrapup Selection Data

  1. Access the Interview Wrapup Selection page.
  2. To perform EBC on pending cases select one or more pending cases and:
    1. perform EBC on pending clients in active cases, or
    2. select one or more pending clients in active cases.
  3. In AU/Assessed Person data select case data. For example financial details for a client. 
  4. To save and exit the page click Finish.

Last Update: October 20, 2014