Create a Case
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Select cases > Create > Case File.
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Select a case officer from the drop-down provided.
The case officer will be notified about the case if they have set the Alert when assigned as case officer option under Preferences.
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Enter a title for the case in the field provided.
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Enter a brief overview of the case in the Description field.
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Select the required level of security from the Classification drop-down.
Your agency can set up these options.
The options you select might be used for reporting or workflow processes.
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Use the Select
icon to specify security access to the case records for:
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Designations
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Teams
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Users
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Case Teams – Select New to create roles and assign users to these
Your administrator can set up system-wide case teams that can be used in all cases.
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Select the Attributes tab > Select the required attributes for the type of case you're creating.
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Select an attribute > Specify its value using drop-down provided.
Attributes marked with an asterisk are mandatory.
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Select Save.
The Diagram tab provides a graphical representation of entities and relationships once these have been specified for a case.
When you first set up a case, there will be no related entities so the diagram pane will be blank.
See Diagramming.