How to create Cases
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.
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)
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)
Another way is from the Manage Cases page where user can click New Case (Purple arrow)
On the New Case page, user must choose
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)
the system will automatically generate a Case Number for each case. Each charity has its own Case Numbering which begins at 1.