Page Comparison

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1. Access the contact’s profile page
   

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2. In the Actions dropdown menu press the New Add a [Case Form] button

3. You arrive on the Create Case page.
   

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4. 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

5. Press save Save

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

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• choose a Project that the case belongs to

• choose a Beneficiary (Contact) to 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.