Default Phases for New Cases

When you create a new case, any phases your administrator has set up will be automatically be included for that type of case.

This means case officers no longer need to select phases manually when they create a new case.

 

To see any default phases your administrator has set up:

  1. Create a new case.

  2. Select the Overflow tab > Select Case Admin.

  3. Select the Phases subtab.

    You'll see the default phases in the Selected pane.