Create a Case

  1. Select cases > Create > Case File.

  2. 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.

  3. Enter a title for the case in the field provided.

  4. Enter a brief overview of the case in the Description field.

  5. 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.

  6. Use the Select icon to specify security access to the case records for:

    • Designations

    • Teams

    • Users

    • 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.

  7. Select the Attributes tab > Select the required attributes for the type of case you're creating.

  8. Select an attribute > Specify its value using drop-down provided.

    Attributes marked with an asterisk are mandatory.

    See Maintaining Entity Attributes.

  9. 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.