Viewing a Needs Record

  1. Select Services from Global Navigation. Select Appraisal from Local Navigation.

  2. Select Needs from Task Navigation. The Needs List page displays.

  3. Select the consumer’s name from the Display by Name drop-down menu and click the View button to view records for a specific individual.

  4. Click the Type hyperlink associated to the participant’s name if an existing record displays. The Needs Detail page displays in a read-only status.

  5. Click the Close button.