New CCIS caseloads are created in the User Tools.
Open User Tools.
Click Caseload Admin.
Search for the person record for the caseload.
Click Go.
Click New Caseload from Person.
This creates the caseload and will automatically populate the Adviser name with the selected person. Once created, you can fill in additional information such as the CCIS caseload type, status, and description.
Alternative method
As an alternative, you can follow these steps:
Open User Tools.
Click Caseload Admin.
Click New Caseload.
This creates the caseload, but you need to search for and select the Adviser. Once added, you can fill in additional information such as the CCIS caseload type, status, and description.