Edit the event schedule for a case

Agents can edit the open enrollment period dates or campaigns to adjust a case’s event schedule.

To edit a case’s start and end dates for open enrollment

For agents with permissions to edit cases:

1. Navigate to the case list view
2. Click the three dots next to the desired case
3. Click “Edit Case Settings”
4. Adjust applicable information in the Create Case window
5. Click the “Save” button

To schedule or change a campaign

For agents with permissions to send/edit campaigns:

1. Click a case name from the case list
2. Navigate to the campaigns tab using the megaphone icon on the left menu
3. Schedule a new or edit an existing campaign

Note: Not all users have permissions to add/edit enrollment dates and campaigns. If you don't see the options above, contact your administrator with questions.