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Access the contact’s profile page
In the Actions dropdown menu press the Add a [Case Form] button.
You arrive on the create New Case page.
Fill in the form with the details of the case
Every case is linked to one project
If you have several Case Forms you can choose which form to use to create the case
You will automatically be assigned as the Case Owner
You can add other users in the project to the case as Case Workers
Press Save
You arrive on the Case page. (The Case page is a tab on the contact's profile page)
From the Manage Cases page
| Note |
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The Cases tab will not appear in the My Apps ribbon until you have enabled Cases on the Project Preferences page. And you will not be able to create Cases either until it has been enabled. |
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Choose a Project that the case belongs to. (If you are part of only one project it will be auto selected)
Choose a Contact(Beneficiary) 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)
The system will automatically generate a Case Number for each case. Each charity has its own Case Numbering which begins at 1.