This article explains how to use the UNOS option when creating a case and how to update donor data for an existing case.
Who Can Use the UNOS Integration
Any user who can create a case, and has access to UNOS, can use the integration if it is enabled for the account. Availability depends on your organization’s plan and configuration.
Using UNOS When Creating a Case
When creating a new case, you can choose UNOS as the method to populate case data.
Create a Case Using UNOS
Go to the Cases module.
Select Add Case.
Complete the required case information, including selecting a workflow.
To import data, select UNOS.
If needed, click the connector icon to log in.
Enter the relevant UNOS ID to populate case information.
After the case is created:
Donor data from UNOS is imported into the workflow tasks
The imported data is applied to the relevant case fields
You can begin working in the case immediately
Updating Donor Data for an Existing Case
If you need to refresh or replace donor information, you can update donor data from within an existing case.
Update Donor Data
Open the case you want to update.
Below the case tasks, select Update Donor Data.
Choose one of the following import options:
PDF
Existing Donor
UNOS
Click Update to save the changes.
Using UNOS to Update Donor Data
If you select UNOS:
If needed, click the connector icon to log in.
Enter the UNOS ID you want to import.
Click Update to save the changes
Important Notes
Updating donor data replaces existing values with newly imported data.
The available import options depend on your organization’s plan and configuration.
The UNOS integration requires a successful login to retrieve data.