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

   

2. Press the New Case button

3. You arrive on the Create Case page

4. Complete the fields

5. Press save

6. Fill in the form with the details of the case

   1. Every case is linked to one project

   2. If you have several Case Forms you can choose which form to use to create the case

   3. You will automatically be assigned as the Case Owner

   4. You can add other users in the project to the case as Case Workers

7. Press save

8. You arrive on the Case page. (The Case page is a tab on the contact's profile page)

From the Manage Cases page

...