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Process Name	CM-3 View/Edit Referrals/Cases	Comments
Description	HEE Admins and case managers can view and edit the detail within a case; this includes any relevant notifications to the trainee and referrer
Actors	HEE Admins, TPD, Educational Supervisor, Clinical Supervisor, Case Manager
Pre-Conditions	Logged in Authorised User User navigated to desired Case Record
Post-Conditions	View all or searched cases in a list screen
Process Steps	Edit detail in field Add action plan/s to case Record required outcomes Add document/s to case Change status of the referral to accepted/returned If accepted, add case manager and notes Save Close System sends notification to case manager and HEE admin / remind user to send email to user	Statuses submitted returned accepted under review closed (Where referrals are accepted they become cases which are then ready to be triaged.) Outcomes Case manager name What support is relevant i.e. OH, Exam Support, LTFT/OOP/Supernumerary, Occupational health etc. Returned to be managed at school level
Alternative Process	N/A
Rules	Rule: Only specified fields can be entered Error: where mandatory fields not completed Notification to case managers
JIRA Links
Audit Log	Who edited the case and when Present audit log to all with view permissions

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