There are several ways to create a case:
From a Contact’s profile page
From the Manage Cases page
...
| Info |
|---|
2 steps must be completed before you can create a case
|
How to create a case
From a Contact’s profile page
...
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
...
Complete the fields
...
.
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 |
|---|
|
Access the Manage Cases page by
selecting My Apps in the top menu
scrolling across until you see the Cases app
Selecting that app
You arrive on the Manage Cases page
Press the New Case button
...
4. On the New Case page, : you must should
choose Choose a Project that the case belongs tochoose a Beneficiary (Contact) . (If you are part of only one project it will be auto selected)
Choose a Contact(Beneficiary) to whom the case belongs to.
add Add a Case Title.
optionally Optionally, add a Case Description.
optionally Optionally, add Case Workers (these are people who are allowed to tag a story with the label for this Case)
the The system will automatically generate a Case Number for each case. Each charity organisation has its own Case Numbering which begins at 1.