What is the first step of creating a case file?

What is the first step of creating a case file?

• A. go to the "docs" section
• B. open the MEB packet
• C. schedule a counseling session
• D. report to supervisor

Answer: (A)

Starting a case file means begin by accessing the docs section to gather and organize all the necessary documents, templates, and checklists. This creates the foundation for the case, so you can later open the MEB packet within that organized file, plan any counseling if needed, and report to your supervisor as appropriate. Opening the MEB packet comes after you’ve established the file, scheduling counseling is a step related to member support later in the process, and reporting to supervision typically follows once the initial steps are in motion.

Starting a case file means begin by accessing the docs section to gather and organize all the necessary documents, templates, and checklists. This creates the foundation for the case, so you can later open the MEB packet within that organized file, plan any counseling if needed, and report to your supervisor as appropriate. Opening the MEB packet comes after you’ve established the file, scheduling counseling is a step related to member support later in the process, and reporting to supervision typically follows once the initial steps are in motion.