Workflow: Completing a Case Project

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Workflow: Completing a Case Project

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The workflow for a case project contains eight major steps (see below). Each step has its own button on the Navigation Bar. You can move through the step sequence using the Back and Next buttons that appear at the top of the input area just below the right end of the Navigation Bar.

Major Steps of the Case Project Workflow:

Step 1: Case Setup
Step 2: Retirement Age and Life Span
Step 3: Employment
Step 4: Dependents
Step 5: Household Services
Step 6: Medical Expenses
Step 7: Other Damages
Step 8: Calculation Options