Managing Participants on a Case

Maintaining participant records in GTS ensures participants are available when recording case actions and allows participants to view information on their cases through their Dashboards. Managing participants may also mean removing them if they were added to the case in error.

Adding Case Participants

To add a participant to a case, perform the following:

1. 

Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.

2. 

On the GTS Case screen, in the Other Case Participants tab, click the Case Participant Search icon Case Search Participant icon. The Add/Edit Other Case Participant popup displays.

3. 

In the Add/Edit Other Case Participant popup, click on the Search By dropdown and select the appropriate option for the participant that needs to be added.

4. 

Based on whether you selected Person or Organization, enter the participant's Last Name and First Name or Organization Name and/or EIN. Additionally, you can limit the search to existing guardians or Pennsylvania bar attorneys by selecting the Guardians Only and/or Attorneys Only checkbox.

5. 

Click SEARCH.

6. 

Review the search results and perform one of the following:

a. 

If the participant is found, click the radio button that appears in the first column for the individual or organization, then click the SELECT button.

Note: When theNo Active Certification Recorded icon No Active Certification Recorded appears for a guardian, it signifies that they do not have an active national certification entered in their GTS Profile.

b. 

If the participant is not found, click the Add Participant icon Add Participant icon above the grid and create a new participant record.

7. 

In the Roles section, use the checkboxes to indicate the participant's relationship to the case.

8. 

Click on the Relationship to Incapacitated Person dropdown and select the best option as it relates to the case participant and incapacitated person (IP).

9. 

(Optional) To allow the case participant to view the case and documents through their GTS Dashboard, select the Has Secure Access checkbox. If checked, an access code letter may be required. For more information, see Printing Access Code Letters.

10. 

Click the SAVE button. You are returned to the GTS Case screen and the participant displays in the grid.

11. 

You may return to the Dashboard.

 

 

Removing Case Participants

If a participant was added to a case in error, they can be removed:

1. 

Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.

2. 

On the GTS Case screen, in the Other Case Participants tab, locate the participant that needs to be deleted and click the Delete icon Delete icon in the grid. If this button is disabled, the case participant has been used for a filing or other critical GTS case function and cannot be removed.

3. 

On the confirmation message that displays, click the OK button. The participant is removed.

4. 

You may return to the Dashboard.