Post an update relating to a case
- Matt Kepple
You can tag a story with the case(s) it relates to as long as the contact whom the story is about already has at least one case. (How to create a case)
Steps
There are several ways to tag a story with one or more cases
From the Create Timeline Update section of the Contact Profile page
From the Complete A Survey page for a Single Contact
From the Create Timeline Update section of the Contact Profile page
Go to the Contact Profile Page of the contact you will be posting a story (update) about
You arrive on their Contact Profile Page
Start typing in the Timeline Update section
As you type, the section expands
Once you put your cursor in that section, a list displays the contact’s cases within that project
If the case you are looking for is not shown, it could be because you have the wrong project selected. Use the Project field to choose the project that the case is linked to. (To find out which project a case is linked to, go to the Manage Cases page)
If there are several cases, search for the case you want to tag the story with by typing the case’s name into the Cases field
Follow the usual steps to post a Timeline Update (How to use each component of the Timeline Update section, i.e. Add progress, Attach, Location, Date)
Press Post once you are done
The story will appear in the contact’s Timeline and the Case will be tagged
Click the Case label to go to that Case’s tab of the Contact Profile Page.
From the Complete A Survey page for a Single Contact
Go to the Contact Profile Page of the contact you will be posting a story (update) about
You arrive on their Contact Profile Page
Press the Actions button in the top right corner of the page.
A dropdown menu appears
In the dropdown menu, press Complete Survey button
The dropdown menu extends to the side and shows a list of projects
Select the project that the case is linked to. This causes a list of surveys to appear.
Select the survey you want to complete
You arrive on the Complete Survey page
The Choose Cases field lets you choose one or more Cases to tag this survey response with
Once you put your mouse in that field, a dropdown list appears. Either choose the Case(s) you want to tag the survey with or search for them in the field if that contact has several cases linked to this project.
If the case you are looking for is not shown, it could be because you selected the wrong project from the Complete Survey dropdown menu. (To find out which project a case is linked to, go to the Manage Cases page)
Once you have selected the case(s), complete the survey as usual by entering the answer to each question for that contact.
Scroll to the bottom and press Publish to save the survey response
You return to the Contact Profile Page. The survey response will be on the contact’s Timeline and the case(s) you tagged it with will be shown. Click the Expand Story button to see the responses to each question.