Add a Released Instrument

You can add a released instrument from the Instrument panel.

1. Open a case.
2. Tap the edit icon to the right of the instrument.

The Edit Instrument panel opens.

3. Scroll to the bottom of the Edit Instrument panel and tap Instrument Release.

4. Tap Add record to add a released instrument.

5. Enter the amount released in either the Amount Released or Percent Released field as a whole number (no zeros). Do not use commas or the dollar sign.
6. Tap the drop-down list to select an employee for the Released By field.

7. Enter any Comments.
8. Use the calendar icon or double-tap in the field to enter today's date in the Date Released field.

9. Tap Save.

The amount released and the released date appears in the Instrument Release panel.

See Instrument Release Panel Fields for an explanation of the Instrument Release panel fields.