Create a Case

Owned by Matt Kepple
Last updated: Mar 13, 2023
2 min read

There are several ways to create a case:

  • From a Contact’s profile page

  • From the Manage Cases page

2 steps must be completed before you can create a case

  1. Cases must be turned on in the project in which you want to save the case

  2. A case form must be assigned to that project

How to create a case

From a Contact’s profile page

  1. Access the contact’s profile page

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

    Case Form

  3. You arrive on the create New Case page.

    New Case

  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

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

From the Manage Cases page

  • The Cases tab will not appear in the My Apps ribbon until you have enabled Cases on the Project Preferences page.

  • You will not be able to create Cases until cases have been enabled.

  1. Access the Manage Cases page by

    1. selecting My Apps in the top menu

    2. scrolling across until you see the Cases app

    3. Selecting that app

  2. You arrive on the Manage Cases page

  3. Press the New Case button

4. On the New Case page: you should

  • 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 organisation has its own Case Numbering which begins at 1.

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