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There are several ways to create a case

• From a Contact’s profile page

• From the Manage Cases page

Steps

From a Contact’s profile page

1. Access the contact’s profile page

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2. Press the New Case button

3. You arrive on the Create Case page

4. Complete the fields

5. Press save

From the Manage Cases page

• a Charity Editor or Project Editor needs to enable the Cases option on the Project Preferences page (e.g. https://www.makerble.com/charities/dashboard/project-preferences?project_id=1498)

• On the Manage Beneficiaries page, when the user launches the Options dropdown list for a beneficiary, the New Case button appears (Orange arrow)

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• Another way to create a Case is from the Beneficiary Profile Page. The New Case button appears at the top of the page (Yellow arrow)

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• Another way is from the Manage Cases page where user can click New Case (Purple arrow)

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1. Access the Manage Cases page by

   1. selecting My Apps in the top menu

   2. scrolling across until you see the Cases app

   3. Selecting that app

2. You arrive on the Manage Cases page

3. Press the New Case button

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4. On the New Case page,

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you must

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• choose a Project that the case belongs to

• choose a Beneficiary (Contact) whom the case belongs to

• add a Case Title

• optionally add a Case Description

• optionally add Case Workers (these are people who are allowed to tag a story with the label for this Case)

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• the system will automatically generate a Case Number for each case. Each charity has its own Case Numbering which begins at 1.